Plan Snapshot
- Plan Sponsor: Kansas City Royals Baseball Club, LLC
- Sponsor EIN: 430902508
- Sponsor Address: 1 ROYALS WAY, KANSAS CITY, MO, 641291695
- Plan Type: 401(k)
- Total Participants: 1,414
- Total Assets: $47.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,414 | $47.9M | $2.6M | $2.6M |
| 2023 | 1,073 | $40.4M | $1.9M | $2.1M |
| 2022 | 990 | $32.7M | $1.3M | $1.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $121,225 | — | $121,225 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $33,800 | $33,800 |
| PICKETT, CHANEY & MCMULLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- 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: $155,025
- Estimated Expense Ratio: 0.324% 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 | $121,225 | — | $121,225 | — | — |
| 2023 | $97,477 | — | $97,477 | — | — |
| 2022 | $84,213 | — | $84,213 | — | — |