Plan Snapshot
- Plan Sponsor: Robert Brogden'S Olathe Buick Gmc,
- Sponsor EIN: 481118974
- Sponsor Address: 1500 E SANTA FE STREET, OLATHE, KS, 660613643
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $4.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $4.0M | $368,933 | $548,389 |
| 2023 | 152 | $3.1M | $394,598 | $511,263 |
| 2022 | 113 | $2.1M | $360,203 | $462,971 |
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 |
|---|---|---|---|---|
| H2R CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- H2R CPA — 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 | $23,798 | — | $16,948 | — | — |
| 2023 | $14,005 | — | $14,005 | — | — |
| 2022 | $8,415 | — | $8,415 | — | — |