Plan Snapshot
- Plan Sponsor: Guadalupe Centers, INC.
- Sponsor EIN: 440610781
- Sponsor Address: 1015 AVENIDA CESAR E CHAVEZ, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $2.6M
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 | 423 | $2.6M | $361,576 | $473,639 |
| 2023 | 400 | $1.7M | $325,386 | $380,972 |
| 2022 | 311 | $888,437 | $95,166 | $181,492 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | INVESTMENT ADVISOR | $9,340 | — | $9,340 |
| BT & CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — INVESTMENT ADVISOR
- BT & CO., P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,340
- Estimated Expense Ratio: 0.356% 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 | $14,905 | $14,905 | — | — | — |
| 2023 | $9,180 | $9,180 | — | — | — |
| 2022 | $2,443 | $2,443 | — | — | — |