Plan Snapshot
- Plan Sponsor: Baker Sterchi Cowden And Rice LLC
- Sponsor EIN: 431265150
- Sponsor Address: 2400 PERSHING ROAD SUITE 500, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $44.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 196 | $44.3M | $748,055 | $1.7M |
| 2023 | 186 | $38.3M | $722,067 | $1.8M |
| 2022 | 147 | $30.8M | $599,097 | $1.4M |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMILLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMILLEN LLP — Auditor
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 | $108,112 | — | — | — | — |
| 2023 | $146,581 | — | $146,581 | — | — |
| 2022 | $146,114 | $146,114 | — | — | — |