Plan Snapshot
- Plan Sponsor: Hutchinson Clinic, P.A.
- Sponsor EIN: 480734011
- Sponsor Address: 2101 NORTH WALDRON, HUTCHINSON, KS, 675021197
- Plan Type: DC
- Total Participants: 579
- Total Assets: $134.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 579 | $134.1M | $3.5M | $3.1M |
| 2023 | 565 | $120.6M | $3.1M | $2.7M |
| 2022 | 559 | $107.0M | $3.3M | $2.8M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | NONE | $80,426 | — | $80,426 |
| MORNINGSTAR INVESTMENT SERVICE | NONE | $30,056 | — | $30,056 |
| ADAMSBROWN WEALTH CONSULTANTS | NONE | $19,492 | — | $19,492 |
| CENTRAL BANK & TRUST CO | NONE | $15,843 | — | $15,843 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $15,312 | — | $15,312 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,129
- Estimated Expense Ratio: 0.120% 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 | $161,129 | $145,817 | — | — | — |
| 2023 | $142,085 | $127,159 | — | — | — |
| 2022 | $137,518 | $124,302 | — | — | — |