Plan Snapshot
- Plan Sponsor: Mize Cpas INC.
- Sponsor EIN: 480882363
- Sponsor Address: TOWNSITE 2, 120 SE 6TH AVENUE, TOPEKA, KS, 66603
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $36.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 307 | $36.4M | $505,266 | $1.8M |
| 2023 | 290 | $32.9M | $440,278 | $1.5M |
| 2022 | 253 | $29.1M | $381,003 | $1.4M |
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 | $10,150 | — | $10,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,150
- Estimated Expense Ratio: 0.028% 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 | $142,919 | $86,112 | — | $10,150 | — |
| 2023 | $107,114 | $66,334 | $31,180 | $9,600 | — |
| 2022 | $120,639 | $77,430 | $34,334 | — | $8,875 |