Plan Snapshot
- Plan Sponsor: Southlaw, P.C.
- Sponsor EIN: 431723981
- Sponsor Address: 13160 FOSTER ST., STE. 100, OVERLAND PARK, KS, 66213
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $12.8M
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 | 89 | $12.8M | $169,990 | $509,976 |
| 2023 | 86 | $10.9M | $183,746 | $460,713 |
| 2022 | 90 | $8.8M | $145,023 | $403,650 |
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 |
|---|---|---|---|---|
| MARR AND COMPANY | 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 | $3,205 | — | — | — | — |
| 2023 | $2,835 | — | — | — | — |
| 2022 | $16,189 | — | — | — | — |