Plan Snapshot
- Plan Sponsor: Brungardt Honomichl & Company, P.A.
- Sponsor EIN: 481114342
- Sponsor Address: 7101 COLLEGE BLVD, SUITE 400, OVERLAND PARK, KS, 66210
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $11.9M
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. |
|---|---|---|---|---|
| 2024 | 153 | $11.9M | $319,580 | $1.1M |
| 2023 | 169 | $10.7M | $170,969 | $1.1M |
| 2022 | 131 | $8.3M | $126,746 | $811,670 |
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 & MCMULLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN, 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 | $70,245 | $19,975 | $21,887 | — | — |
| 2023 | $56,346 | $16,906 | $17,549 | — | — |
| 2022 | $55,186 | $55,186 | — | — | — |