Plan Snapshot
- Plan Sponsor: Sarann Auto Leasing, INC.
- Sponsor EIN: 440652395
- Sponsor Address: 601 W 103RD ST, KANSAS CITY, MO, 64114
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $9.8M
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 | 217 | $9.8M | $42,470 | $548,796 |
| 2023 | 175 | $9.4M | $17,812 | $466,785 |
| 2022 | 172 | $7.9M | $17,262 | $525,990 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING | Investment Advisor | $24,985 | — | $24,985 |
| TPP RETIREMENT PLAN SPECIALISTS | Other Service Provider | $19,766 | — | $19,766 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,751
- Estimated Expense Ratio: 0.458% 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 | $46,811 | $24,985 | — | — | — |
| 2023 | $29,725 | — | — | — | — |
| 2022 | $25,187 | — | — | — | — |