Plan Snapshot
- Plan Sponsor: Price Brothers Management Company
- Sponsor EIN: 481029582
- Sponsor Address: 12721 METCALF AVE STE 200, OVERLAND PARK, KS, 662132619
- Plan Type: 401(k)
- Total Participants: 378
- Total Assets: $11.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 378 | $11.9M | $387,964 | $1.1M |
| 2023 | 353 | $9.6M | $332,541 | $911,844 |
| 2022 | 343 | $7.9M | $320,686 | $855,964 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $60,258 | — | $60,258 |
| WELLS FARGO ADVISORS INS AGENCY LLC | OTHER SERVICES | — | $19,492 | $19,492 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,750
- Estimated Expense Ratio: 0.671% 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 | $60,258 | — | $60,258 | — | — |
| 2023 | $25,247 | — | $25,247 | — | — |
| 2022 | $28,229 | — | $28,229 | — | — |