# Rediscover 403(b) Plan
Source: https://planprovider.pro/companies/rediscover-403b-plan

> Rediscover's 403(b) plan: 830 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/forvis-mazars-llp) — SERVICE PROVIDER

- [PICKETT CHANEY & MCMULLEN, LLP](https://planprovider.pro/provider/pickett-chaney-and-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|—|—|—|—|

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