Plan Snapshot
- Plan Sponsor: Eldridge Wealth Solutions
- Sponsor EIN: 481202239
- Sponsor Address: ONE SECURITY BENEFIT PLACE, TOPEKA, KS, 666360001
- Plan Type: DB
- Plan Number: 001
- Total Participants: 502
- Total Assets: $55.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 502 | $55.3M | $0 | $0 |
| 2024 | 113 | $52.8M | $0 | $0 |
| 2023 | 140 | $52.7M | $0 | $0 |
| 2022 | 156 | $50.3M | $0 | $0 |
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 |
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 |
|---|---|---|---|---|---|
| 2025 | $2,513,873 | $2,335 | — | — | — |
| 2024 | $9,565 | $9,215 | $350 | — | — |
| 2023 | $11,467 | $9,361 | $2,106 | — | — |
| 2022 | $4,780 | $4,148 | — | — | — |