Plan Snapshot
- Plan Sponsor: The Barstow School
- Sponsor EIN: 440546207
- Sponsor Address: 11511 STATE LINE RD, KANSAS CITY, MO, 641145599
- Plan Type: 403(b)
- Total Participants: 463
- Total Assets: $26.9M
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 | 463 | $26.9M | $665,185 | $857,512 |
| 2023 | 450 | $25.4M | $649,857 | $824,053 |
| 2022 | 451 | $21.4M | $535,725 | $712,296 |
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 |
|---|---|---|---|---|
| PICKETT CHANEY & MCMULLEN | 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 | $62,586 | $30,000 | $32,586 | — | — |
| 2023 | $71,606 | $29,579 | $42,027 | — | — |
| 2022 | $85,146 | $13,056 | $72,090 | — | — |