Plan Snapshot
- Plan Sponsor: Manhattan Retirement Foundation, In
- Sponsor EIN: 480830076
- Sponsor Address: 2121 MEADOWLARK ROAD, MANHATTAN, KS, 66502
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 335 | $7.5M | $225,710 | $380,389 |
| 2023 | 318 | $6.4M | $182,382 | $342,772 |
| 2022 | 278 | $5.3M | $180,776 | $338,721 |
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 |
|---|---|---|---|---|
| VARNEY & ASSOCIATES, CPAS, LLC | 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 | $36,104 | $17,397 | — | — | — |
| 2023 | $29,556 | $14,346 | — | — | — |
| 2022 | $21,235 | $9,831 | $11,188 | — | — |