# Phelps County Bancshares, INC. DC Plan
Source: https://planprovider.pro/companies/phelps-county-bancshares-inc-plan

> Phelps County Bancshares, INC.'s DC plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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