Plan Snapshot
- Plan Sponsor: Neighbors & Associates, INC.
- Sponsor EIN: 161661531
- Sponsor Address: 3609 NORTH 16TH STREET, PARSONS, KS, 67357
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 282 | $19.2M | $426,284 | $1.1M |
| 2023 | 261 | $16.9M | $369,085 | $1.0M |
| 2022 | 245 | $15.4M | $334,730 | $972,025 |
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 |
|---|---|---|---|---|
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, LLP — Auditor
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 | $61,777 | $19,994 | $41,783 | — | — |
| 2023 | $51,575 | $19,994 | $31,581 | — | — |
| 2022 | $48,554 | $16,680 | $31,874 | — | — |