Plan Snapshot
- Plan Sponsor: Sharpline Converting, INC.
- Sponsor EIN: 480838432
- Sponsor Address: 1520 S TYLER RD, WICHITA, KS, 672091851
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $27.2M
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 | 260 | $27.2M | $149,684 | $926,709 |
| 2023 | 268 | $24.0M | $146,105 | $903,122 |
| 2022 | 273 | $21.4M | $153,363 | $937,876 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $40,439 | — | $40,439 |
| FRONTIER WEALTH MGT, LLC | INVESTMENT ADVISOR | $20,468 | — | $20,468 |
| KOCH SIEDHOFF HAND & DUNN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOCH SIEDHOFF HAND & DUNN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,907
- Estimated Expense Ratio: 0.224% 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 | $125,748 | $60,907 | $61,916 | — | — |
| 2023 | $112,929 | $56,754 | $53,325 | — | — |
| 2022 | $106,110 | $54,374 | — | — | $1,125 |