Plan Snapshot
- Plan Sponsor: Delta Dental Of Kansas, INC.
- Sponsor EIN: 480793267
- Sponsor Address: 1619 NORTH WATERFRONT PARKWAY, WICHITA, KS, 672066602
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $36.0M
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 | 121 | $36.0M | $1.5M | $985,563 |
| 2023 | 112 | $32.0M | $1.3M | $956,911 |
| 2022 | 113 | $26.0M | $1.4M | $893,933 |
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 |
|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS INC. | Investment Advisor | $71,104 | — | $71,104 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $36,166 | — | $36,166 |
| DEMARS PENSION CONSULTING SERVICES | Other Service Provider | $15,247 | — | $15,247 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,835 | — | $7,835 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,352
- Estimated Expense Ratio: 0.362% 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 | $129,827 | $78,939 | $15,247 | — | — |
| 2023 | $109,257 | $59,283 | $12,796 | — | — |
| 2022 | $106,400 | $93,764 | $12,636 | — | — |