# E.E. Newcomer Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/e-e-newcomer-enterprises-inc-401k-plan

> E.E. Newcomer Enterprises, INC.'s 401(k) plan: 3,441 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** E.E. Newcomer Enterprises, INC.

- **Sponsor EIN:** 431190931

- **Sponsor Address:** 1901 EAST 119TH, OLATHE, KS, 66061

- **Plan Type:** 401(k)

- **Total Participants:** 3,441

- **Total Assets:** $174.0M

## 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|3,441|$174.0M|$3.7M|$19.6M|

| 2023|3,145|$146.3M|$3.3M|$16.6M|

| 2022|2,862|$114.7M|$2.8M|$14.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$244,743|—|$244,743|

| CREATIVE PLANNING LLC|ADVISOR/INVESTMENT ADV|$80,000|—|$80,000|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR/INVESTMENT ADV

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $324,743

- **Estimated Expense Ratio:** 0.187% 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|$324,743|$80,000|$600|—|—|

| 2023|$296,343|—|$600|—|—|

| 2022|$294,129|—|—|—|—|

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