Plan Snapshot
- Plan Sponsor: Olathe Health System, INC.
- Sponsor EIN: 480979845
- Sponsor Address: 20333 W 151ST ST, OLATHE, KS, 660615350
- Plan Type: 403(b)
- Total Participants: 1
- Total Assets: $113,721
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1 | $113,721 | $0 | $0 |
| 2023 | 2,558 | $194.6M | $4.6M | $13.2M |
| 2022 | 2,326 | $165.0M | $6.8M | $11.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $34,846 | — | $34,846 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,846
- Estimated Expense Ratio: 30.642% 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 | $41,983 | — | $600 | $34,846 | — |
| 2023 | $240,635 | — | — | — | — |
| 2022 | $178,011 | — | — | — | — |