# Ewing Marion Kauffman School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/ewing-marion-kauffman-school-inc-plan

> Ewing Marion Kauffman School, INC.'s 403(b) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ewing Marion Kauffman School, INC.

- **Sponsor EIN:** 271982958

- **Sponsor Address:** 6401 THE PASEO BLVD, KANSAS CITY, MO, 64131

- **Plan Type:** 403(b)

- **Total Participants:** 129

- **Total Assets:** $4.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|129|$4.4M|$262,556|$329,297|

| 2023|132|$3.5M|$211,145|$272,409|

| 2022|146|$2.8M|$199,176|$245,915|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$825|—|—|—|—|

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