Plan Snapshot
- Plan Sponsor: Omega Senior Living, LLC.
- Sponsor EIN: 811853612
- Sponsor Address: 333 S BROADWAY, WICHITA, KS, 67202
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $1.6M
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 | 70 | $1.6M | $46,773 | $204,491 |
| 2023 | 213 | $1.6M | $75,152 | $341,425 |
| 2022 | 252 | $1.4M | $69,505 | $289,407 |
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 |
|---|---|---|---|---|
| INTRUST BANK, N.A. | NONE | $26,606 | — | $26,606 |
| WENDLING NOE NELSON & JOHNSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WENDLING NOE NELSON & JOHNSON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,606
- Estimated Expense Ratio: 1.710% 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 | $26,606 | — | $5,489 | — | — |
| 2023 | $24,380 | — | $4,466 | — | — |
| 2022 | $21,875 | $10,129 | $11,746 | — | — |