# Eldridge Wealth Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/eldridge-wealth-solutions-inc-481202239-501

> Eldridge Wealth Solutions, INC.'s 401(k) plan: 1,952 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — 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|

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