Plan Snapshot
- Plan Sponsor: Phelps County Bancshares, INC.
- Sponsor EIN: 431146028
- Sponsor Address: 718 NORTH PINE STREET, ROLLA, MO, 654010000
- Plan Type: DC
- Total Participants: 115
- Total Assets: $54.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 115 | $54.1M | $1.1M | $202,799 |
| 2023 | 101 | $50.2M | $1.1M | $182,027 |
| 2022 | 91 | $43.9M | $900,000 | $150,626 |
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 |
|---|---|---|---|---|
| KPM CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPM CPAS PC — 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 | $102,515 | — | $12,628 | — | — |
| 2023 | $116,057 | — | $10,629 | $16,375 | — |
| 2022 | $130,654 | — | $9,656 | — | $120,998 |