Plan Snapshot
- Plan Sponsor: Dickinson Financial Corporation
- Sponsor EIN: 431487933
- Sponsor Address: 1201 WALNUT STREET SUITE 1100, KANSAS CITY, MO, 64106
- Plan Type: 401(k)
- Total Participants: 1,084
- Total Assets: $73.0M
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 | 1,084 | $73.0M | $1.0M | $3.0M |
| 2023 | 785 | $66.5M | $981,395 | $2.9M |
| 2022 | 784 | $56.6M | $973,669 | $2.9M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | -$16,709 | — | -$16,709 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: -$16,709
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 | $178,719 | $73,962 | — | -$16,709 | — |
| 2023 | $185,500 | $64,654 | $120,846 | — | — |
| 2022 | $191,224 | — | $189,824 | — | — |