# Pandi Capital LLC 401(k) Plan
Source: https://planprovider.pro/companies/pandi-capital-llc-401k-plan

> Pandi Capital LLC's 401(k) plan: 513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pandi Capital LLC

- **Sponsor EIN:** 271779970

- **Sponsor Address:** 209 WEST 47TH STREET, SUITE 200, KANSAS CITY, MO, 64112

- **Plan Type:** 401(k)

- **Total Participants:** 513

- **Total Assets:** $31.4M

## 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|513|$31.4M|$1.2M|$2.7M|

| 2023|464|$26.3M|$1.0M|$2.5M|

| 2022|528|$22.0M|$1.1M|$2.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$82,941|—|$82,941|

| ASCENSUS HOLDINGS INC|CONTRACT ADMIN|$59,004|—|$59,004|

| PICKETT, CHANEY & MCMULLEN LLP|AUDITOR|$15,350|—|$15,350|

| CREATIVE PLANNING HOLDCO LLC|INVESTMENT ADVISOR|$12,875|—|$12,875|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$12,051|—|$12,051|

| CREATIVE PLANNING LLC|INVESTMENT ADVISOR|$6,183|—|$6,183|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PICKETT, CHANEY & MCMULLEN LLP](https://planprovider.pro/provider/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:** $188,404

- **Estimated Expense Ratio:** 0.599% 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|$188,602|—|$188,602|—|—|

| 2023|$211,643|—|$211,643|—|—|

| 2022|$191,731|—|$191,731|—|—|

## Similar Plans

- [National Benefit Services, LLC](https://planprovider.pro/companies/national-benefit-services-llc-401k-plan) — 320 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pandi-capital-llc-401k-plan)

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