Plan Snapshot
- Plan Sponsor: Kansas City Care Clinic
- Sponsor EIN: 430967292
- Sponsor Address: 3515 BROADWAY ST, KANSAS CITY, MO, 64111
- Plan Type: 403(b)
- Total Participants: 204
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 204 | $6.4M | $327,901 | $635,164 |
| 2023 | 197 | $5.5M | $234,787 | $570,099 |
| 2022 | 210 | $4.7M | $207,960 | $575,548 |
| 2020 | 190 | $4.1M | $0 | $0 |
| 2019 | 175 | $3.1M | $0 | $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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | Auditor | $28,000 | — | $28,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,000
- Estimated Expense Ratio: 0.436% 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 | $51,000 | $19,529 | $3,471 | $28,000 | — |
| 2023 | $22,350 | $18,378 | $3,972 | — | — |
| 2022 | $19,653 | $12,652 | $7,001 | — | — |
| 2020 | $15,901 | — | $15,901 | — | — |
| 2019 | $15,111 | — | $15,111 | — | — |