Plan Snapshot
- Plan Sponsor: Selective Site Consultants, INC.
- Sponsor EIN: 742841514
- Sponsor Address: 7171 WEST 95TH STREET, SUITE 600, OVERLAND PARK, KS, 66212
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 77 | $6.5M | $201,439 | $471,841 |
| 2023 | 81 | $5.7M | $208,892 | $488,633 |
| 2022 | 100 | $4.4M | $206,423 | $482,733 |
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 |
|---|---|---|---|---|
| CRAFT & SAGE WEALTH LLC | Investment Advisor | $14,029 | — | $14,029 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | Recordkeeper | $11,830 | — | $11,830 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,859
- Estimated Expense Ratio: 0.400% 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 | $26,609 | $14,029 | $750 | — | — |
| 2023 | $24,949 | $11,793 | $2,100 | — | — |
| 2022 | $22,343 | $11,608 | $8,785 | — | $1,950 |