Plan Snapshot
- Plan Sponsor: Key Management Company
- Sponsor EIN: 481075300
- Sponsor Address: 7701 E. KELLOGG, SUITE 250, WICHITA, KS, 67207
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $5.4M
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 | 134 | $5.4M | $175,532 | $443,941 |
| 2023 | 156 | $4.9M | $66,952 | $414,067 |
| 2022 | 135 | $4.2M | $54,931 | $396,189 |
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 |
|---|---|---|---|---|
| GENTRY PRIVATE WEALTH | ADVISOR | $37,500 | — | $37,500 |
| ECONOMIC GROUP PENSION SERVICES | THIRD PARTY ADMIN | $8,000 | — | $8,000 |
| NATIONWIDE | RECORDKEEPER | $6,379 | — | $6,379 |
| ROWE & GORGES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GENTRY PRIVATE WEALTH — ADVISOR
- NATIONWIDE — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,879
- Estimated Expense Ratio: 0.953% 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 | $43,712 | — | — | — | — |
| 2023 | $40,002 | — | $40,002 | — | — |
| 2022 | $40,294 | — | $40,294 | — | — |