Plan Snapshot
- Plan Sponsor: Missouri Lions Eye Research Foundation Dba Saving Sight
- Sponsor EIN: 431036995
- Sponsor Address: 10560 NORTH AMBASSADOR DRIVE, KANSAS CITY, MO, 64153
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $4.4M | $261,495 | $297,814 |
| 2023 | 120 | $3.7M | $37,730 | $240,730 |
| 2022 | 112 | $2.9M | $22,557 | $216,277 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $39,729 | — | $39,729 |
| HERITAGE ASSET MANAGEMENT, LLC | Investment Advisor | $21,521 | — | $21,521 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $5,304 | — | $5,304 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
- FUTUREPLAN BY ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,554
- Estimated Expense Ratio: 1.497% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $40,885 | — | $40,885 | — | — |
| 2023 | $46,758 | $11,588 | $5,928 | — | — |
| 2022 | $41,635 | — | $41,635 | — | — |