Plan Snapshot
- Plan Sponsor: Americo Services, INC.
- Sponsor EIN: 431755148
- Sponsor Address: 300 W 11TH ST, KANSAS CITY, MO, 64105
- Plan Type: 401(k)
- Total Participants: 1,754
- Total Assets: $262.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,754 | $262.4M | $6.6M | $14.7M |
| 2023 | 1,779 | $236.4M | $6.1M | $13.7M |
| 2022 | 1,714 | $200.3M | $5.6M | $12.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS 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 | $222,458 | $72,988 | — | — | — |
| 2023 | $171,724 | $62,647 | $107,552 | — | — |
| 2022 | $318,241 | $79,554 | $237,747 | — | — |