Plan Snapshot
- Plan Sponsor: Allen, Gibbs & Houlik, L.C.
- Sponsor EIN: 481032601
- Sponsor Address: 301 N. MAIN, SUITE 1700, WICHITA, KS, 672024868
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $35.5M
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 | 127 | $35.5M | $271,478 | $1.3M |
| 2023 | 131 | $31.0M | $946,928 | $1.2M |
| 2022 | 118 | $25.6M | $789,131 | $1.0M |
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 |
|---|---|---|---|---|
| BENEFIT CONSULTANTS GROUP | RECORDKEEPER | $5,387 | — | $5,387 |
| BT&CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BT&CO., P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,387
- Estimated Expense Ratio: 0.015% 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 | $6,510 | — | — | — | — |
| 2023 | $8,504 | — | — | — | — |
| 2022 | $9,227 | — | — | — | $9,227 |