Plan Snapshot
- Plan Sponsor: New Prime, INC.
- Sponsor EIN: 431396933
- Sponsor Address: 2740 N MAYFAIR AVE, SPRINGFIELD, MO, 65803
- Plan Type: 401(k)
- Total Participants: 3,044
- Total Assets: $212.1M
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 | 3,044 | $212.1M | $6.3M | $13.6M |
| 2023 | 3,074 | $185.2M | $6.3M | $13.3M |
| 2022 | 3,120 | $152.6M | $5.9M | $12.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $73,182 | — | $73,182 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $61,282 | — | $61,282 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,464
- Estimated Expense Ratio: 0.063% 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 | $134,464 | $61,282 | — | — | — |
| 2023 | $183,536 | $53,064 | — | — | — |
| 2022 | $204,009 | — | — | — | — |