Plan Snapshot
- Plan Sponsor: Sunflower Medical Group, P.A.
- Sponsor EIN: 481152958
- Sponsor Address: 5675 ROE BLVD., SUITE 100, ROELAND PARK, KS, 66205
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $29.8M
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 | 140 | $29.8M | $916,141 | $734,206 |
| 2023 | 130 | $26.0M | $847,486 | $744,309 |
| 2022 | 128 | $22.8M | $813,220 | $688,200 |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN LLP — Auditor
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 | $73,272 | $22,617 | — | — | — |
| 2023 | $70,075 | $20,891 | — | — | — |
| 2022 | $73,699 | $64,149 | — | — | $9,550 |