Plan Snapshot
- Plan Sponsor: Kansas Construction Trades Open End Pension Trust Fund
- Sponsor EIN: 486171387
- Sponsor Address: 4101 SOUTHGATE DRIVE, TOPEKA, KS, 666091351
- Plan Type: DB
- Total Participants: 768
- Total Assets: $202.6M
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 | 768 | $202.6M | $50.3M | $0 |
| 2023 | 790 | $154.8M | $6.8M | $0 |
| 2022 | 757 | $148.3M | $6.8M | $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 |
|---|---|---|---|---|
| MARQUETTE ASSOCIATES | Other Service Provider | $195,000 | — | $195,000 |
| KBT HEALTH & WELFARE | Other Service Provider | $182,651 | — | $182,651 |
| FEDERAL INSURANCE COMPANY | Other Service Provider | $81,613 | — | $81,613 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $77,503 | — | $77,503 |
| UNITED ACTUARIAL SERVICES, INC. | Actuary | $71,159 | — | $71,159 |
| GARY MUCKENTHALER | Recordkeeper | $66,220 | — | $66,220 |
| H.I.G WHITEHORSE PRINCIPAL LENDING | Investment Advisor | $54,789 | — | $54,789 |
| MIZE CPAS INC. | Auditor | $53,700 | — | $53,700 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $46,863 | — | $46,863 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $26,618 | — | $26,618 |
| ARNOLD NEWBOLD WINTER & JACKSON | ERISA Attorney | $24,684 | — | $24,684 |
| DIAMOND PRINTING | Other Service Provider | $14,030 | — | $14,030 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $9,500 | — | $9,500 |
| BMO HARRIS BANK | Other Service Provider | $9,423 | — | $9,423 |
| PGIM CAPITAL PARTNERS VI, L.P. | Other Service Provider | $8,552 | — | $8,552 |
| THE CINCINNATI INSURANCE COMPANY | Other Service Provider | $6,761 | — | $6,761 |
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: $929,066
- Estimated Expense Ratio: 0.459% 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 | $1,170,575 | $387,512 | — | — | — |
| 2023 | $1,485,481 | $720,070 | — | — | — |
| 2022 | $954,792 | $309,193 | — | — | $113,235 |