Plan Snapshot
- Plan Sponsor: Northeast Missouri Health Council INC.
- Sponsor EIN: 431606173
- Sponsor Address: 1416 CROWN DR, KIRKSVILLE, MO, 63501
- Plan Type: 403(b)
- Total Participants: 183
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 183 | $16.8M | $525,422 | $871,044 |
| 2023 | 192 | $14.1M | $460,044 | $801,472 |
| 2022 | 176 | $11.0M | $424,371 | $663,168 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $932 | $47,486 | $48,418 |
| EDWARD D JONES AND CO | Other Service Provider | — | $42,008 | $42,008 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,426
- Estimated Expense Ratio: 0.538% 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 | $932 | — | $932 | — | — |
| 2023 | $507 | — | $507 | — | — |
| 2022 | $480 | — | $480 | — | — |