Plan Snapshot
- Plan Sponsor: Bartlett & West, INC.
- Sponsor EIN: 480770612
- Sponsor Address: 1200 SW EXECUTIVE DR., TOPEKA, KS, 66615
- Plan Type: 401(k)
- Total Participants: 480
- Total Assets: $55.6M
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 | 480 | $55.6M | $588,322 | $3.8M |
| 2023 | 393 | $46.2M | $489,217 | $3.1M |
| 2022 | 349 | $38.2M | $419,252 | $2.7M |
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 |
|---|---|---|---|---|
| SSC CPAS, P.A. | Auditor | $12,861 | — | $12,861 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SSC CPAS, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,861
- Estimated Expense Ratio: 0.023% 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 | $123,306 | $57,528 | — | $12,861 | — |
| 2023 | $97,008 | $50,049 | — | — | — |
| 2022 | $100,818 | — | — | — | — |