Plan Snapshot
- Plan Sponsor: Kansas Building Trades
- Sponsor EIN: 480917858
- Sponsor Address: 4101 SOUTHGATE DRIVE, TOPEKA, KS, 66609
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 345
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 345 | $1.1M | $855,095 | $0 |
| 2023 | 419 | $939,448 | $777,823 | $0 |
| 2022 | 419 | $1.0M | $705,840 | $0 |
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 |
|---|---|---|---|---|
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $9,500 | — | $9,500 |
| MIZE CPAS INC. | Auditor | $9,000 | — | $9,000 |
| BRIER PAYNE MEADE INSURANCE | Insurance Carrier | $6,488 | — | $6,488 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MIZE CPAS INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,988
- Estimated Expense Ratio: 2.340% 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 | $38,154 | — | — | $9,000 | — |
| 2023 | $51,621 | — | — | — | — |
| 2022 | $22,079 | — | — | — | $9,720 |