Plan Snapshot
- Plan Sponsor: Nextpage
- Sponsor EIN: 431564682
- Sponsor Address: 8300 NE UNDERGROUND DRIVE, KANSAS CITY, MO, 64161
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $11.9M
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 | 139 | $11.9M | $109,885 | $571,290 |
| 2023 | 146 | $11.6M | $77,929 | $521,225 |
| 2022 | 148 | $10.0M | $80,499 | $481,159 |
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 | $10,600 | — | $10,600 |
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: $10,600
- Estimated Expense Ratio: 0.089% 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 | $47,206 | $21,572 | $15,034 | $10,600 | — |
| 2023 | $48,419 | $20,355 | $17,964 | $10,100 | — |
| 2022 | $55,315 | — | $55,315 | — | — |