Plan Snapshot
- Plan Sponsor: Peterson Properties, INC.
- Sponsor EIN: 480919120
- Sponsor Address: 10000 W 75TH ST STE 100, SHAWNEE MISSION, KS, 662042241
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 157
- Total Assets: $56,672
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 157 | $56,672 | $566,606 | $404,257 |
| 2023 | 174 | $25,277 | $607,946 | $496,858 |
| 2022 | 240 | $3,264 | $609,980 | $527,837 |
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 |
|---|---|---|---|---|
| UMR INC | Recordkeeper | $79,935 | $3,869 | $83,804 |
| BUKATY COMPANIES | Investment Advisor | $25,850 | — | $25,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,654
- Estimated Expense Ratio: 193.489% 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 | — | — | — | — | — |
| 2023 | $99,197 | — | $99,197 | — | — |
| 2022 | $107,357 | — | $107,357 | — | — |