Plan Snapshot
- Plan Sponsor: Four Seasons Group, INC.
- Sponsor EIN: 431502092
- Sponsor Address: 315 FOUR SEASONS DRIVE, LAKE OZARK, MO, 65049
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.1M
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 | 8 | $2.1M | $0 | $43,921 |
| 2023 | 281 | $1.9M | $0 | $73,206 |
| 2022 | 287 | $1.6M | $0 | $64,020 |
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 |
|---|---|---|---|---|
| AC EVANS LLC | Auditor | $10,150 | — | $10,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AC EVANS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,150
- Estimated Expense Ratio: 0.487% 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 | $21,696 | — | $6,148 | $10,150 | — |
| 2023 | $21,275 | — | $5,727 | $10,150 | — |
| 2022 | $25,755 | — | $25,755 | — | — |