Plan Snapshot
- Plan Sponsor: Shook, Hardy & Bacon L.L.P.
- Sponsor EIN: 440585497
- Sponsor Address: 2555 GRAND BOULEVARD, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Total Participants: 1,204
- Total Assets: $650.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,204 | $650.8M | $17.4M | $14.9M |
| 2023 | 1,164 | $588.7M | $15.3M | $14.0M |
| 2022 | 1,142 | $496.5M | $15.0M | $12.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $148,202 | — | $148,202 |
| CAPITAL MGMT SERVICES INC | Investment Advisor | $63,303 | — | $63,303 |
| YUKON WEALTH MANAGEMENT INC | Investment Advisor | $53,941 | — | $53,941 |
| TFB ADVISORS LLC | Investment Advisor | $29,604 | — | $29,604 |
| COUNTRY CLUB BANK | Investment Advisor | $19,085 | — | $19,085 |
| CREATIVEONE SECURITIES LLC | Investment Advisor | $14,142 | — | $14,142 |
| CANVAS WEALTH ADVISORS LLC | Investment Advisor | $11,976 | — | $11,976 |
| LARSON FINANCIAL GROUP LLC | Investment Advisor | $9,165 | — | $9,165 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $349,418
- Estimated Expense Ratio: 0.054% 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 | $362,119 | $213,917 | — | — | — |
| 2023 | $362,185 | $198,576 | — | — | — |
| 2022 | $331,590 | $167,670 | — | — | — |