Plan Snapshot
- Plan Sponsor: Town & Country Bancshares, INC.
- Sponsor EIN: 431135145
- Sponsor Address: PO BOX 349, SALEM, MO, 65560
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 136 | $14.6M | $295,600 | $641,776 |
| 2023 | 127 | $12.2M | $288,245 | $617,853 |
| 2022 | 123 | $10.7M | $251,763 | $525,319 |
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 | Auditor | $2,847 | — | $2,847 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,847
- Estimated Expense Ratio: 0.020% 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 | $14,880 | $345 | — | $2,847 | — |
| 2023 | $19,432 | $318 | — | $10,815 | — |
| 2022 | $15,354 | — | $15,354 | — | — |