Plan Snapshot
- Plan Sponsor: Presbyterian Manors Of Mid-America, INC.
- Sponsor EIN: 480877587
- Sponsor Address: 2414 N WOODLAWN, WICHITA, KS, 67220
- Plan Type: 403(b)
- Total Participants: 31
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 31 | $2.9M | $0 | $0 |
| 2023 | 33 | $3.8M | $0 | $0 |
| 2022 | 148 | $4.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INSURANCE | NONE | $2,290 | $34,079 | $36,369 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EQUITABLE FINANCIAL LIFE INSURANCE — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,369
- Estimated Expense Ratio: 1.249% 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 | $2,512 | — | $2,512 | — | — |
| 2023 | $2,831 | — | $2,831 | — | — |
| 2022 | $2,963 | — | $2,963 | — | — |