Plan Snapshot
- Plan Sponsor: Missouri Valley College
- Sponsor EIN: 440545286
- Sponsor Address: 500 E COLLEGE, MARSHALL, MO, 65340
- Plan Type: 403(b)
- Total Participants: 344
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 344 | $16.9M | $346,008 | $571,333 |
| 2023 | 290 | $16.4M | $325,889 | $575,045 |
| 2022 | 256 | $15.5M | $326,886 | $571,600 |
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 |
|---|---|---|---|---|
| WILLIAMS-KEEPERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS-KEEPERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $71,925 | $34,805 | $37,120 | — | — |
| 2023 | $63,981 | $30,958 | $33,023 | — | — |
| 2022 | $62,333 | — | — | — | $62,333 |