Plan Snapshot
- Plan Sponsor: Ascentist Management, LLC Dba Ent Associates Of Greater Kansas City
- Sponsor EIN: 823160781
- Sponsor Address: 3340 N.E. RALPH POWELL ROAD, LEES SUMMIT, MO, 64064
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $13.1M
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. |
|---|---|---|---|---|
| 2023 | 392 | $13.1M | $1.1M | $1.8M |
| 2022 | 316 | $9.5M | $726,808 | $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 |
|---|---|---|---|---|
| CREATIVE PLANNING, INC. | N/A | $93,218 | — | $93,218 |
| AT RETIREMENT SERVICES, LLC | N/A | $53,796 | — | $53,796 |
| ADAMS BROWN CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — N/A
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,014
- Estimated Expense Ratio: 1.122% 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 |
|---|---|---|---|---|---|
| 2023 | $73,507 | $46,609 | — | — | — |
| 2022 | $59,984 | $39,864 | — | — | — |