# Kansas State University Foundation 403(b) Plan
Source: https://planprovider.pro/companies/kansas-state-university-foundation-403b-plan

> Kansas State University Foundation&#39;s 403(b) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — CONTRACT ADMIN

- [FORVIS, LLP](https://planprovider.pro/provider/forvis-mazars-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|—|—|

## Similar Plans

- [Kansas University Endowment Association](https://planprovider.pro/companies/kansas-university-endowment-association-401k-plan) — 182 participants

- [Kansas University Endowment Association](https://planprovider.pro/companies/kansas-university-endowment-association-plan-001) — 157 participants

- [Kids Tlc, INC.](https://planprovider.pro/companies/kids-tlc-inc-401k-plan) — 269 participants

- [Golf Course Superintendents Association Of America](https://planprovider.pro/companies/golf-course-superintendents-association-of-america-401k-plan) — 85 participants

- [Kansas Big Brothers Big Sisters, INC.](https://planprovider.pro/companies/kansas-big-brothers-big-sisters-inc-plan) — 59 participants

- [The Capper Foundation](https://planprovider.pro/companies/the-capper-foundation-401k-plan) — 318 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kansas-state-university-foundation-403b-plan)

&copy; 2026 PlanProvider.Pro
