Plan Snapshot
- Plan Sponsor: Life Unlimited, INC.
- Sponsor EIN: 431237483
- Sponsor Address: 320 ARMOUR RD, NORTH KANSAS CITY, MO, 64116
- Plan Type: 401(k)
- Total Participants: 415
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 415 | $4.9M | $414,925 | $694,687 |
| 2023 | 337 | $3.4M | $348,210 | $541,029 |
| 2022 | 295 | $2.4M | $239,906 | $434,797 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $25,339 | — | $25,339 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | INVESTMENT ADVISOR | $19,789 | — | $19,789 |
| UHY LLP | CONTRACT ADMIN | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — CONTRACT ADMIN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,128
- Estimated Expense Ratio: 1.024% 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 | $53,516 | $23,177 | — | $5,000 | — |
| 2023 | $43,427 | $5,836 | — | $10,000 | — |
| 2022 | $36,384 | $984 | $25,900 | — | $9,500 |