Plan Snapshot
- Plan Sponsor: Family Service & Guidance Center Of Topeka, INC.
- Sponsor EIN: 480637039
- Sponsor Address: 325 SW FRAZIER AVE, TOPEKA, KS, 66606
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 327 | $16.1M | $842,632 | $852,943 |
| 2023 | 220 | $14.0M | $673,171 | $639,759 |
| 2022 | 191 | $12.0M | $516,925 | $564,389 |
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 | $21,307 | — | $21,307 |
| PRIME CAPITAL INVESTMENT ADVISORS | ADVISOR | $18,000 | — | $18,000 |
| MIZE HOUSER AND COMPANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MIZE HOUSER AND COMPANY, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,307
- Estimated Expense Ratio: 0.244% 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 | $39,307 | $18,000 | — | — | — |
| 2023 | $37,634 | $18,000 | — | — | — |
| 2022 | $37,920 | — | — | — | — |