Plan Snapshot
- Plan Sponsor: Kansas State University Foundation
- Sponsor EIN: 480667209
- Sponsor Address: 1800 KIMBALL AVE, STE 200, MANHATTAN, KS, 665023373
- Plan Type: 403(b)
- Total Participants: 183
- Total Assets: $36.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 183 | $36.1M | $1.4M | $1.3M |
| 2023 | 185 | $33.7M | $1.4M | $1.4M |
| 2022 | 160 | $30.6M | $1.2M | $1.2M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | CONTRACT ADMIN | $49,156 | — | $49,156 |
| PRIME CAPITAL INVESTMENT ADVISORS | ADVISOR | $12,728 | — | $12,728 |
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — CONTRACT ADMIN
- FORVIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,884
- Estimated Expense Ratio: 0.172% 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 | $61,884 | $12,728 | $49,156 | — | — |
| 2023 | $75,570 | $27,752 | $472 | — | — |
| 2022 | $88,631 | $33,477 | $55,154 | — | — |