Plan Snapshot
- Plan Sponsor: Sydenstricker Nobbe Partners, INC.
- Sponsor EIN: 430947529
- Sponsor Address: PO BOX 7190, SHAWNEE MISSION, KS, 66207
- Plan Type: 401(k)
- Total Participants: 793
- Total Assets: $68.6M
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 | 793 | $68.6M | $1.3M | $3.5M |
| 2023 | 690 | $50.9M | $1.2M | $3.1M |
| 2022 | 701 | $40.5M | $1.2M | $3.1M |
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 |
|---|---|---|---|---|
| TFB ADVISORS, LLC | ADVISORY SERVICES | $150,324 | — | $150,324 |
| THE VANGUARD GROUP | RECORDKEEPER | $54,262 | — | $54,262 |
| TAX FAVORED BENEFITS, INC | TPA | $26,500 | — | $26,500 |
| FORVIS, LLP | AUDITOR | $10,750 | — | $10,750 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TFB ADVISORS, LLC — ADVISORY SERVICES
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $241,836
- Estimated Expense Ratio: 0.353% 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 | $228,516 | — | $228,516 | — | — |
| 2023 | $195,731 | — | $195,731 | — | — |
| 2022 | $205,391 | — | $205,391 | — | — |