Plan Snapshot
- Plan Sponsor: Kansas City Urology Care P.A.
- Sponsor EIN: 481216340
- Sponsor Address: 8551 BLUEJACKET ST, LENEXA, KS, 66214
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 258
- Total Assets: $59.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 258 | $59.5M | $0 | $0 |
| 2024 | 196 | $49.3M | $2.2M | $1.5M |
| 2023 | 181 | $40.3M | $1.9M | $1.3M |
| 2022 | 174 | $35.9M | $1.8M | $1.1M |
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 |
|---|---|---|---|---|
| FINANCIAL COUNSELORS INC | Investment Advisor | $36,836 | — | $36,836 |
| CREATIVE PLANNING LLC | Investment Advisor | $12,643 | — | $12,643 |
| FAS WEALTH PARTNERS INC | Investment Advisor | $10,761 | — | $10,761 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,240
- Estimated Expense Ratio: 0.101% 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 |
|---|---|---|---|---|---|
| 2025 | $1,771,563 | — | $8,210 | — | — |
| 2024 | $40,857 | $36,407 | — | — | — |
| 2023 | $27,818 | $25,175 | — | — | — |
| 2022 | $27,029 | $22,040 | $4,989 | — | — |