Plan Snapshot
- Plan Sponsor: A Place For Mom, INC.
- Sponsor EIN: 912069153
- Sponsor Address: 5251 WEST 116TH PLACE, SUITE 200, LEAWOOD, KS, 662117820
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,394
- Total Assets: $58.1M
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. |
|---|---|---|---|---|
| 2025 | 1,394 | $58.1M | $0 | $0 |
| 2024 | 915 | $50.7M | $1.1M | $7.1M |
| 2023 | 973 | $43.7M | $1.3M | $7.3M |
| 2022 | 1,101 | $34.5M | $1.4M | $6.6M |
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 |
|---|---|---|---|---|
| RANDALL & HURLEY INC | Other Service Provider | $130,848 | — | $130,848 |
| CHARLES SCHWAB BANK | Other Service Provider | $27,870 | — | $27,870 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,718
- Estimated Expense Ratio: 0.273% 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 |
|---|---|---|---|---|---|
| 2025 | $10,169,642 | — | $50,275 | — | — |
| 2024 | $158,168 | — | $45,689 | — | — |
| 2023 | $164,397 | — | — | — | — |
| 2022 | $144,193 | $19,659 | — | — | $124,534 |