Plan Snapshot
- Plan Sponsor: Mcanany, Van Cleave & Phillips, P.A.
- Sponsor EIN: 480830325
- Sponsor Address: 10 E CAMBRIDGE CIR DR STE 300, KANSAS CITY, KS, 661031342
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $65.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 208 | $65.0M | $1.9M | $1.6M |
| 2023 | 211 | $59.3M | $1.7M | $1.5M |
| 2022 | 186 | $50.7M | $1.5M | $1.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $41,794 | $13,125 | $28,669 | — | — |
| 2023 | $65,747 | — | $65,747 | — | — |
| 2022 | $78,486 | — | — | — | — |