Plan Snapshot
- Plan Sponsor: Garney Holding Company
- Sponsor EIN: 430990829
- Sponsor Address: 1700 SWIFT ST STE 200, NORTH KANSAS CITY, MO, 64116
- Plan Type: 401(k)
- Total Participants: 2,390
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,390 | $1.7B | $41.2M | $12.4M |
| 2023 | 2,107 | $1.4B | $34.8M | $10.6M |
| 2022 | 1,827 | $1.1B | $28.6M | $8.6M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $40,345 | $40,345 | — | — | — |
| 2023 | $40,325 | $40,325 | — | — | — |
| 2022 | $40,187 | $40,187 | — | — | — |