Plan Snapshot
- Plan Sponsor: Children'S Mercy - Comm Choice Pediatrics, INC.
- Sponsor EIN: 851139290
- Sponsor Address: 1425 NW BLUE PARKWAY, LEES SUMMIT, MO, 64086
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $18.9M
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 | 101 | $18.9M | $359,232 | $724,371 |
| 2023 | 100 | $16.2M | $301,446 | $665,337 |
| 2022 | 115 | $14.4M | $519,849 | $605,621 |
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 |
|---|---|---|---|---|
| MARR AND COMPANY, P.C. | 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 | $5,068 | $18 | $4,700 | — | — |
| 2023 | $2,761 | — | $2,761 | — | — |
| 2022 | $2,691 | — | $2,691 | — | — |