Plan Snapshot
- Plan Sponsor: Rediscover
- Sponsor EIN: 237169417
- Sponsor Address: 1555 NE RICE ROAD, LEES SUMMIT, MO, 64086
- Plan Type: 403(b)
- Total Participants: 830
- Total Assets: $27.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 830 | $27.6M | $990,119 | $3.0M |
| 2023 | 784 | $22.7M | $1.0M | $2.6M |
| 2022 | 719 | $18.2M | $858,221 | $2.2M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $124,877 | — | $124,877 |
| MARINER WEALTH ADVISORS | SERVICE PROVIDER | — | $44,154 | $44,154 |
| FORVIS MAZARS | SERVICE PROVIDER | $18,244 | — | $18,244 |
| PICKETT CHANEY & MCMULLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — SERVICE PROVIDER
- PICKETT CHANEY & MCMULLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,275
- Estimated Expense Ratio: 0.678% 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 | $143,580 | — | $123,977 | — | — |
| 2023 | $95,284 | — | $94,284 | — | — |
| 2022 | $97,560 | — | — | — | — |