Plan Snapshot
- Plan Sponsor: Genesis Health Clubs Management INC
- Sponsor EIN: 880413082
- Sponsor Address: 6100 EAST CENTRAL, WICHITA, KS, 67208
- Plan Type: 401(k)
- Total Participants: 1,580
- Total Assets: $12.5M
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 | 1,580 | $12.5M | $504,182 | $1.0M |
| 2023 | 1,252 | $9.7M | $408,025 | $727,307 |
| 2022 | 1,070 | $7.7M | $248,964 | $620,907 |
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 |
|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | RECORDKEEPER | $7,290 | — | $7,290 |
| COLANGELO & TABER PA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,290
- Estimated Expense Ratio: 0.058% 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 | $8,843 | $1,553 | — | — | — |
| 2023 | $8,016 | $1,156 | — | — | — |
| 2022 | $7,387 | $757 | $6,630 | — | — |