Plan Snapshot
- Plan Sponsor: Sioux Chief Manufacturing Company, INC.
- Sponsor EIN: 480631969
- Sponsor Address: 14940 THUNDERBIRD ROAD, KANSAS CITY, MO, 64147
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $46.8M
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 | 534 | $46.8M | $1.1M | $1.5M |
| 2023 | 469 | $41.3M | $1.0M | $1.4M |
| 2022 | 462 | $35.9M | $958,822 | $1.4M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING | NONE | $114,040 | — | $114,040 |
| EPIC RETIREMENT PLAN SERVICES | NONE | $69,450 | — | $69,450 |
| RUBIN BROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — NONE
- EPIC RETIREMENT PLAN SERVICES — NONE
- RUBIN BROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,490
- Estimated Expense Ratio: 0.392% 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 | $166,655 | — | — | — | — |
| 2023 | $126,400 | $82,888 | — | — | — |
| 2022 | $130,693 | $87,728 | — | — | — |