Plan Snapshot
- Plan Sponsor: Propio Ls, LLC
- Sponsor EIN: 463268968
- Sponsor Address: 10801 MASTIN STREET, OVERLAND PARK, KS, 66210
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 197 | $6.1M | $857,610 | $1.3M |
| 2023 | 133 | $3.5M | $464,000 | $794,521 |
| 2022 | 117 | $1.9M | $339,450 | $599,514 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | Auditor | $2,900 | — | $2,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,900
- Estimated Expense Ratio: 0.048% 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 | $30,766 | $941 | $26,095 | $2,900 | — |
| 2023 | $22,245 | $525 | $15,844 | — | — |
| 2022 | $19,121 | $299 | $18,822 | — | — |