Plan Snapshot
- Plan Sponsor: Hoefer Welker, LLC
- Sponsor EIN: 364095388
- Sponsor Address: 4622 PENNSYLVANIA AVENUE, KANSAS CITY, MO, 64112
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 158 | $16.7M | $464,314 | $999,428 |
| 2023 | 167 | $14.5M | $438,388 | $961,674 |
| 2022 | 144 | $11.8M | $421,847 | $881,345 |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN 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 | $57,399 | $38,894 | — | — | — |
| 2023 | $63,431 | $1,468 | $61,963 | — | — |
| 2022 | $87,806 | $29,044 | — | — | $58,762 |