Plan Snapshot
- Plan Sponsor: Newcomer Funeral Service Group, INC.
- Sponsor EIN: 481142399
- Sponsor Address: 520 SW 27TH STREET, TOPEKA, KS, 66611
- Plan Type: 401(k)
- Total Participants: 862
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 862 | $24.3M | $897,694 | $1.8M |
| 2023 | 712 | $20.9M | $783,682 | $1.7M |
| 2022 | 459 | $17.5M | $740,159 | $1.5M |
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 AND MCMULLEN LLP | Auditor | $48,045 | — | $48,045 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY AND MCMULLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,045
- Estimated Expense Ratio: 0.198% 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 | $102,543 | — | — | $48,045 | — |
| 2023 | $92,721 | $36,721 | — | $17,450 | — |
| 2022 | $100,794 | $44,912 | $55,882 | — | — |