Plan Snapshot
- Plan Sponsor: Eldridge Wealth Solutions, INC.
- Sponsor EIN: 481202239
- Sponsor Address: ONE SECURITY BENEFIT PLACE, TOPEKA, KS, 666360001
- Plan Type: 401(k)
- Total Participants: 1,664
- Total Assets: $389.2M
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 | 1,664 | $389.2M | $13.9M | $16.7M |
| 2023 | 1,439 | $299.2M | $11.8M | $13.1M |
| 2022 | 1,451 | $251.0M | $10.3M | $11.8M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $28,332 | — | $28,332 | — | — |
| 2023 | $24,396 | — | $24,396 | — | — |
| 2022 | $11,431 | — | $11,431 | — | — |