Plan Snapshot
- Plan Sponsor: Amberwell Atchison Association
- Sponsor EIN: 480561974
- Sponsor Address: 800 RAVEN HILL DRIVE, ATCHISON, KS, 66002
- Plan Type: 401(k)
- Total Participants: 455
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 455 | $21.7M | $513,231 | $1.7M |
| 2023 | 462 | $19.4M | $472,983 | $1.6M |
| 2022 | 422 | $18.1M | $282,187 | $1.5M |
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 |
|---|---|---|---|---|
| COULTER AND JUSTUS, P.C. | 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 | $73,313 | — | $73,313 | — | — |
| 2023 | $53,689 | — | $53,689 | — | — |
| 2022 | $76,803 | — | $76,803 | — | — |