Plan Snapshot
- Plan Sponsor: Eldridge Wealth Solutions, INC.
- Sponsor EIN: 481202239
- Sponsor Address: ONE SECURITY BENEFIT PLACE, TOPEKA, KS, 66636
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,952
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,952 | $2.7M | $22.3M | $6.2M |
| 2023 | 1,559 | $5.6M | $16.3M | $4.8M |
| 2022 | 1,432 | $7.7M | $14.7M | $4.8M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $982,659 | — | $982,659 |
| MODERN HEALTH ARIZONA P.L.L.C. | Recordkeeper | $263,713 | — | $263,713 |
| DELTA DENTAL OF KANSAS, INC. | Recordkeeper | $45,041 | — | $45,041 |
| WEX, INC. | Recordkeeper | $26,641 | — | $26,641 |
| COMPSYCH | Recordkeeper | — | $18,838 | $18,838 |
| LOCKTON COMPANIES, LLC | Investment Advisor | — | $14,375 | $14,375 |
| SECURITY BENEFIT BUSINESS SERVICES | Recordkeeper | — | $5,075 | $5,075 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOCKTON COMPANIES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,356,342
- Estimated Expense Ratio: 49.366% 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 | $1,147,399 | — | $1,147,399 | — | — |
| 2023 | $1,005,695 | — | $1,005,695 | — | — |
| 2022 | $892,716 | — | — | — | $892,716 |