Plan Snapshot
- Plan Sponsor: Encompass Medical Group, P.A.
- Sponsor EIN: 481229965
- Sponsor Address: 8550 MARSHALL DRIVE, LENEXA, KS, 66214
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $26.5M
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 | 174 | $26.5M | $466,975 | $1.0M |
| 2023 | 191 | $26.4M | $590,700 | $1.3M |
| 2022 | 228 | $26.2M | $601,933 | $1.3M |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Investment Advisor | $29,439 | — | $29,439 |
| ADP, INC. | Recordkeeper | $25,583 | — | $25,583 |
| MODERN WEALTH MANAGEMENT, LLC | Investment Advisor | $25,418 | — | $25,418 |
| JAMES A. REICHERT | Investment Advisor | $14,060 | — | $14,060 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,500
- Estimated Expense Ratio: 0.357% 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 | $94,500 | $68,917 | — | — | — |
| 2023 | $82,870 | $58,073 | — | — | — |
| 2022 | $82,521 | — | — | — | — |