Plan Snapshot
- Plan Sponsor: Gilmore & Bell, P.C.
- Sponsor EIN: 431611738
- Sponsor Address: 2405 GRAND BLVD, SUITE 1100, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $72.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 119 | $72.5M | $2.2M | $1.7M |
| 2023 | 122 | $69.4M | $2.2M | $1.7M |
| 2022 | 126 | $56.6M | $2.1M | $1.6M |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN 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 | $120,724 | $115,381 | $5,343 | — | — |
| 2023 | $88,293 | $80,274 | $8,019 | — | — |
| 2022 | $103,807 | — | $9,525 | — | $94,282 |