Plan Snapshot
- Plan Sponsor: Kuecker Pulse Integration L.P.
- Sponsor EIN: 871039415
- Sponsor Address: 801 WEST MARKEY ROAD, KANSAS CITY, MO, 64012
- Plan Type: DC
- Total Participants: 343
- Total Assets: $31.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 343 | $31.2M | $1.4M | $3.6M |
| 2023 | 328 | $25.0M | $1.1M | $3.0M |
| 2022 | 262 | $18.7M | $872,887 | $2.3M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING | ADVISOR | $102,805 | — | $102,805 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $34,799 | — | $34,799 |
| NEWPORT TRUST COMPANY | TRUSTEE | $8,493 | — | $8,493 |
| PBMARES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — ADVISOR
- PBMARES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,097
- Estimated Expense Ratio: 0.468% 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 | $146,097 | $102,805 | $27,069 | — | — |
| 2023 | $112,249 | $73,839 | $24,032 | — | — |
| 2022 | $55,640 | $32,508 | $20,488 | — | $2,644 |