Plan Snapshot
- Plan Sponsor: Samuel U. Rodgers Health Center, INC.
- Sponsor EIN: 430899356
- Sponsor Address: 825 EUCLID AVENUE, KANSAS CITY, MO, 64124
- Plan Type: 403(b)
- Total Participants: 301
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 301 | $14.6M | $625,177 | $910,810 |
| 2023 | 289 | $12.4M | $543,616 | $833,307 |
| 2022 | 262 | $9.6M | $496,585 | $746,303 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $80,116 | $39,670 | — | — | — |
| 2023 | $62,368 | $30,982 | — | — | — |
| 2022 | $60,582 | $29,937 | — | — | — |