Plan Snapshot
- Plan Sponsor: Woods Supermarket, INC.
- Sponsor EIN: 430955307
- Sponsor Address: 703 EAST COLLEGE, BOLIVAR, MO, 65613
- Plan Type: 401(k)
- Total Participants: 397
- Total Assets: $5.3M
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 | 397 | $5.3M | $0 | $511,072 |
| 2023 | 412 | $4.9M | $0 | $518,596 |
| 2022 | 488 | $6.4M | $155,996 | $539,449 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $49,865 | — | $49,865 |
| MML INVESTORS SERVICES LLC | INVESTMENT ADVISOR | $14,651 | — | $14,651 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
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: $64,516
- Estimated Expense Ratio: 1.217% 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 | $64,516 | $14,651 | — | — | — |
| 2023 | $61,096 | $16,092 | — | — | — |
| 2022 | $64,030 | $18,721 | $45,309 | — | — |