Plan Snapshot
- Plan Sponsor: Wood & Huston Bancorporation, INC.
- Sponsor EIN: 431163996
- Sponsor Address: 27 E. NORTH STREET, MARSHALL, MO, 65340
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 174 | $20.4M | $307,314 | $871,849 |
| 2023 | 175 | $17.9M | $280,627 | $795,607 |
| 2022 | 165 | $14.9M | $279,027 | $761,296 |
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 |
|---|---|---|---|---|
| FULLINWIDER FIRM LLC | 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 | $74,329 | $45,191 | $29,138 | — | — |
| 2023 | $72,198 | $38,555 | $33,643 | — | — |
| 2022 | $67,281 | — | $67,281 | — | — |