Plan Snapshot
- Plan Sponsor: Modern Woodmen Of America
- Sponsor EIN: 361493430
- Sponsor Address: 1701 FIRST AVENUE, ROCK ISLAND, IL, 612018724
- Plan Type: 401(k)
- Total Participants: 1,206
- Total Assets: $250.5M
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 | 1,206 | $250.5M | $2.9M | $9.6M |
| 2023 | 1,146 | $234.3M | $2.8M | $8.4M |
| 2022 | 1,059 | $211.4M | $2.6M | $8.1M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $14,195 | $1,870 | $12,325 | — | — |
| 2023 | $7,025 | $7,025 | — | — | — |
| 2022 | $6,900 | — | — | — | $6,900 |