Plan Snapshot
- Plan Sponsor: American Academy Of Family Physicians
- Sponsor EIN: 440536051
- Sponsor Address: 11400 TOMAHAWK CREEK PKWY, LEAWOOD, KS, 66211
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $95.2M
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 | 320 | $95.2M | $2.7M | $3.0M |
| 2023 | 349 | $94.4M | $2.8M | $3.1M |
| 2022 | 360 | $79.9M | $3.5M | $2.9M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $7,665 | — | $7,665 |
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: $7,665
- Estimated Expense Ratio: 0.008% 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 | $136,136 | $51,125 | $18,670 | $7,665 | — |
| 2023 | $160,603 | $50,000 | $70,069 | $9,056 | — |
| 2022 | $234,087 | — | — | — | — |