Plan Snapshot
- Plan Sponsor: Aesop Intermediate, LLC
- Sponsor EIN: 862121661
- Sponsor Address: 4200 GARDNER AVENUE, KANSAS CITY, MO, 64120
- Plan Type: 401(k)
- Total Participants: 640
- Total Assets: $6.7M
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 | 640 | $6.7M | $498,502 | $1.4M |
| 2023 | 616 | $4.8M | $412,759 | $1.2M |
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 |
|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | Other Service Provider | $5,175 | $2,598 | $7,773 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,773
- Estimated Expense Ratio: 0.116% 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 | $31,796 | — | $31,796 | — | — |
| 2023 | $23,912 | — | $4,244 | — | — |