Plan Snapshot
- Plan Sponsor: Sherwood Construction Co., INC.
- Sponsor EIN: 731133882
- Sponsor Address: PO BOX 9163, WICHITA, KS, 67277
- Plan Type: 401(k)
- Total Participants: 1,102
- Total Assets: $70.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,102 | $70.2M | $3.4M | $5.1M |
| 2023 | 1,051 | $60.9M | $3.2M | $4.8M |
| 2022 | 1,125 | $48.4M | $1.3M | $4.3M |
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 |
|---|---|---|---|---|
| ALLEN, GIBBS & HOULIK, LC | 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 |
|---|---|---|---|---|---|
| 2024 | -$28,691 | $13,471 | $300 | — | — |
| 2023 | -$40,183 | $16,724 | $300 | — | — |
| 2022 | -$41,930 | $16,536 | — | — | — |