Plan Snapshot
- Plan Sponsor: Motor Car Dealers Association Of Greater Kansas City H&W Fund
- Sponsor EIN: 436067614
- Sponsor Address: 11863 WEST 112TH STREET 200, OVERLAND PARK, KS, 66210
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,650
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,650 | $2.9M | $19.9M | $57,384 |
| 2023 | 2,547 | $2.6M | $18.3M | $73,096 |
| 2022 | 2,576 | $2.5M | $17.4M | $95,217 |
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 |
|---|---|---|---|---|
| NOVAK BIRKS PC | Other Service Provider | $31,600 | — | $31,600 |
| P&A GROUP | Recordkeeper | $19,181 | — | $19,181 |
| SPENCER FANE BRITT & BROWN, LLP | ERISA Attorney | $16,417 | — | $16,417 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE BRITT & BROWN, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,198
- Estimated Expense Ratio: 2.330% 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 | $101,594 | — | $19,181 | $32,740 | — |
| 2023 | $71,131 | — | $22,074 | $32,200 | — |
| 2022 | $63,295 | — | $19,448 | — | $36,955 |