Plan Snapshot
- Plan Sponsor: Intrust Financial Corporation
- Sponsor EIN: 480937376
- Sponsor Address: PO BOX 1 MS 2.3, WICHITA, KS, 67201
- Plan Type: 401(k)
- Total Participants: 856
- Total Assets: $205.6M
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 | 856 | $205.6M | $4.6M | $6.4M |
| 2023 | 860 | $184.2M | $4.4M | $6.2M |
| 2022 | 826 | $157.8M | $4.2M | $6.1M |
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 |
|---|---|---|---|---|
| GJ & COMPANY | Auditor | — | — | $0 |
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 | $25,938 | $17,838 | $8,100 | — | — |
| 2023 | $22,703 | $14,803 | $7,900 | — | — |
| 2022 | $19,388 | $19,388 | — | — | — |