Plan Snapshot
- Plan Sponsor: Goppert Financial Corp.
- Sponsor EIN: 486113427
- Sponsor Address: 200 UNITY CIRCLE NORTH, SUITE B, LEES SUMMIT, MO, 64086
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $17.8M
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 | 157 | $17.8M | $714,590 | $452,314 |
| 2023 | 156 | $15.5M | $676,041 | $420,567 |
| 2022 | 156 | $14.5M | $655,589 | $423,750 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING | Investment Advisor | $75,589 | — | $75,589 |
| TPP RETIREMENT PLAN SPECIALISTS LLC | Other Service Provider | $23,000 | — | $23,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,589
- Estimated Expense Ratio: 0.555% 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 | $98,589 | $75,589 | — | — | — |
| 2023 | $87,018 | $64,018 | — | — | — |
| 2022 | $94,659 | $71,659 | — | — | — |