Plan Snapshot
- Plan Sponsor: Legal Aid Of Western Missouri
- Sponsor EIN: 430824638
- Sponsor Address: 4001 BLUE PARKWAY, KANSAS CITY, MO, 641302350
- Plan Type: DC
- Total Participants: 132
- Total Assets: $16.1M
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 | 132 | $16.1M | $231,527 | $658,761 |
| 2023 | 119 | $14.3M | $205,025 | $554,249 |
| 2022 | 128 | $13.3M | $213,192 | $526,642 |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY &MCMULLEN LLP | 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 | $19,474 | — | $19,474 | — | — |
| 2023 | $23,845 | — | $23,845 | — | — |
| 2022 | $24,691 | — | $24,691 | — | — |