Plan Snapshot
- Plan Sponsor: Kansas Big Brothers Big Sisters, INC.
- Sponsor EIN: 237056717
- Sponsor Address: 624 W. DOUGLAS, WICHITA, KS, 67203
- Plan Type: 403(b)
- Total Participants: 59
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 59 | $1.9M | $39,141 | $169,760 |
| 2023 | 66 | $1.7M | $39,006 | $170,697 |
| 2022 | 131 | $1.4M | $29,053 | $136,860 |
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 |
|---|---|---|---|---|
| OSAIC FINL | NONE | $13,658 | — | $13,658 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,658
- Estimated Expense Ratio: 0.715% 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 | $16,437 | $14,453 | $1,984 | — | — |
| 2023 | $17,555 | $667 | $16,888 | — | — |
| 2022 | — | — | — | — | — |