Plan Snapshot
- Plan Sponsor: Avila University
- Sponsor EIN: 440617326
- Sponsor Address: 11901 WORNALL ROAD, KANSAS CITY, MO, 641451698
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 205 | $34.5M | $251,157 | $649,697 |
| 2023 | 167 | $33.3M | $82,698 | $576,701 |
| 2022 | 162 | $31.7M | $88,143 | $617,530 |
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 | $8,925 | — | $8,925 |
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: $8,925
- Estimated Expense Ratio: 0.026% 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 | $68,323 | $27,523 | $31,725 | $8,925 | — |
| 2023 | $26,581 | $14,360 | $12,221 | — | — |
| 2022 | $45,702 | $19,826 | $13,916 | — | $11,960 |