Plan Snapshot
- Plan Sponsor: Old Missouri Bank
- Sponsor EIN: 431853121
- Sponsor Address: 3570 SOUTH NATIONAL, SPRINGFIELD, MO, 65807
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $9.7M
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 | 210 | $9.7M | $522,837 | $903,398 |
| 2023 | 209 | $6.2M | $435,459 | $770,078 |
| 2022 | 176 | $4.7M | $346,797 | $590,272 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES. | NONE | $30,000 | — | $30,000 |
| ELLIOTT, ROBINSON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT, ROBINSON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,000
- Estimated Expense Ratio: 0.310% 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 | $32,526 | $30,000 | $2,526 | — | — |
| 2023 | $30,242 | $27,933 | $2,309 | — | — |
| 2022 | $28,261 | $25,274 | $2,987 | — | — |