# Kansas City Royals Baseball Club, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kansas-city-royals-baseball-club-llc-401k-plan

> Kansas City Royals Baseball Club, LLC's 401(k) plan: 1,414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [PICKETT, CHANEY & MCMULLEN LLP](https://planprovider.pro/provider/pickett-chaney-and-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|—|—|

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