Plan Snapshot
- Plan Sponsor: Kansas Orthopaedic Center, P.A.
- Sponsor EIN: 481098300
- Sponsor Address: 7550 W VILLAGE CIR, STE 1, WICHITA, KS, 67205
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 162 | $27.0M | $192,871 | $759,572 |
| 2023 | 162 | $24.3M | $185,507 | $743,624 |
| 2022 | 161 | $23.0M | $216,344 | $702,168 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $50,477 | — | $50,477 |
| FRONTIER WEALTH MGT, LLC | Investment Advisor | $36,300 | — | $36,300 |
| ECONOMIC GROUP PENSION SERVICE | Recordkeeper | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,277
- Estimated Expense Ratio: 0.342% 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 | $92,277 | $36,300 | $50,477 | — | — |
| 2023 | $97,105 | $37,091 | $52,647 | — | — |
| 2022 | $83,076 | $34,823 | — | — | $750 |