Plan Snapshot
- Plan Sponsor: The Childrens Mercy Hospital
- Sponsor EIN: 440605373
- Sponsor Address: 2401 GILLHAM ROAD, KANSAS CITY, MO, 64108
- Plan Type: 403(b)
- Total Participants: 9,277
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 9,277 | $1.1B | $20.8M | $61.2M |
| 2023 | 9,188 | $969.3M | $19.5M | $58.2M |
| 2022 | 8,686 | $807.4M | $19.0M | $56.0M |
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 | $14,894 | — | $14,894 |
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: $14,894
- Estimated Expense Ratio: 0.001% 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 | $609,661 | $82,871 | $6,107 | $14,894 | — |
| 2023 | $590,597 | $91,518 | — | $13,125 | — |
| 2022 | $512,980 | $55,203 | — | — | $11,336 |