# Ascentist Management, LLC Dba Ent Associates Of Greater Kansas City 401(k) Plan
Source: https://planprovider.pro/companies/ascentist-management-llc-dba-ent-associates-of-greater-kansas-city-401k-plan

> Ascentist Management, LLC Dba Ent Associates Of Greater Kansas City's 401(k) plan: 392 participants, plan year 2023 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2023.

## 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.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ascentist-management-llc-dba-ent-associates-of-greater-kansas-city-401k-plan)

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