Plan Snapshot
- Plan Sponsor: Black & Mcdonald, INC.
- Sponsor EIN: 522021787
- Sponsor Address: 6001 E. FRONT STREET, KANSAS CITY, MO, 641201355
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $15.5M
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 | 366 | $15.5M | $917,964 | $1.5M |
| 2023 | 286 | $12.6M | $790,355 | $1.4M |
| 2022 | 283 | $11.9M | $662,709 | $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 |
|---|---|---|---|---|
| SKIBBIE CPA INC. | Auditor | — | — | $0 |
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 | $81,961 | $35,891 | — | — | — |
| 2023 | $77,384 | $35,035 | — | — | — |
| 2022 | $78,823 | — | — | — | — |