Plan Snapshot
- Plan Sponsor: Rd Henry & Company INC
- Sponsor EIN: 854395010
- Sponsor Address: 3738 S NORMAN ST, WICHITA, KS, 672158943
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 179 | $4.3M | $0 | $403,042 |
| 2023 | 169 | $3.6M | $0 | $369,156 |
| 2022 | 182 | $3.1M | $0 | $370,592 |
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 |
|---|---|---|---|---|
| ADAMSBROWN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADAMSBROWN LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $15,267 | $1,941 | $12,466 | — | — |
| 2023 | $13,736 | $1,577 | $11,299 | — | — |
| 2022 | $20,713 | $1,118 | $19,595 | — | — |