Plan Snapshot
- Plan Sponsor: Rouse Frets White Goss Gentile Rhodes, P.C.
- Sponsor EIN: 431706479
- Sponsor Address: 5250 W. 116TH PLACE, SUITE 400, LEAWOOD, KS, 66211
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $35.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 87 | $35.0M | $572,486 | $971,120 |
| 2023 | 84 | $31.6M | $561,311 | $1.0M |
| 2022 | 98 | $29.3M | $586,116 | $1.1M |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | INVESTMENT ADVISORY | $36,509 | — | $36,509 |
| WELLS FARGO ADVISORS | INVESTMENT ADVISORY | $30,975 | — | $30,975 |
| FIDELITY INVESTMENTS | INVESTMENT ADVISORY | $7,813 | — | $7,813 |
| MARKS NELSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO., INC. — INVESTMENT ADVISORY
- FIDELITY INVESTMENTS — INVESTMENT ADVISORY
- MARKS NELSON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,297
- Estimated Expense Ratio: 0.215% 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 | $79,892 | $77,692 | $1,575 | — | — |
| 2023 | $72,923 | $70,723 | $1,575 | — | — |
| 2022 | $76,067 | $72,569 | — | — | $2,510 |