Plan Snapshot
- Plan Sponsor: Cleveland University - Kansas City
- Sponsor EIN: 446000294
- Sponsor Address: 10850 LOWELL AVE., OVERLAND PARK, KS, 662101613
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $8.0M
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 | 123 | $8.0M | $262,739 | $579,424 |
| 2023 | 125 | $6.8M | $264,025 | $496,164 |
| 2022 | 125 | $6.3M | $254,562 | $514,569 |
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 | $69,078 | $24,652 | $44,426 | — | — |
| 2023 | $62,230 | $21,654 | $40,576 | — | — |
| 2022 | $65,781 | — | $65,781 | — | — |