Plan Snapshot
- Plan Sponsor: Joe'S Kansas City Bar-B-Que, INC.
- Sponsor EIN: 742836151
- Sponsor Address: 3002 WEST 47TH AVENUE, KANSAS CITY, KS, 661033244
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 174 | $4.7M | $243,212 | $385,745 |
| 2023 | 159 | $4.1M | $218,856 | $357,588 |
| 2022 | 142 | $3.2M | $175,449 | $301,703 |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN 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 | $38,840 | — | $38,840 | — | — |
| 2023 | $26,457 | — | — | — | — |
| 2022 | $23,919 | — | $23,919 | — | — |