Plan Snapshot
- Plan Sponsor: Kessinger-Hunter Management Company, INC.
- Sponsor EIN: 431582144
- Sponsor Address: 2405 GRAND BLVD, SUITE 100, KANSAS CITY, MO, 641082519
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $9.8M
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 | 127 | $9.8M | $227,746 | $595,537 |
| 2023 | 125 | $9.7M | $223,229 | $576,308 |
| 2022 | 127 | $8.5M | $228,103 | $564,831 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | $11,275 | — | $11,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,275
- Estimated Expense Ratio: 0.115% 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 | $82,895 | $19,571 | — | $11,275 | — |
| 2023 | $58,343 | $17,875 | $35,647 | — | — |
| 2022 | $69,242 | $18,010 | $42,632 | — | $8,600 |