Plan Snapshot
- Plan Sponsor: Kanza Cooperative Association
- Sponsor EIN: 480277750
- Sponsor Address: 102 MAIN ST, IUKA, KS, 670660175
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $11.5M
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 | 180 | $11.5M | $334,766 | $802,743 |
| 2023 | 137 | $9.6M | $356,408 | $805,698 |
| 2022 | 152 | $8.7M | $334,042 | $721,762 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,572 | $472 | $9,940 | — | — |
| 2023 | $13,005 | $365 | $2,760 | — | — |
| 2022 | $11,170 | $360 | $10,810 | — | — |