Plan Snapshot
- Plan Sponsor: Stowers Resource Management INC.
- Sponsor EIN: 412186719
- Sponsor Address: 1000 EAST 50TH STREET, KANSAS CITY, MO, 64110
- Plan Type: DC
- Total Participants: 401
- Total Assets: $108.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 401 | $108.6M | $5.6M | $0 |
| 2023 | 394 | $98.5M | $5.3M | $0 |
| 2022 | 395 | $86.3M | $4.7M | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P C | Auditor | — | — | $0 |
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 | $13,359 | $13,275 | — | — | — |
| 2023 | $12,112 | $12,112 | — | — | — |
| 2022 | $12,135 | $12,010 | — | — | — |