Plan Snapshot
- Plan Sponsor: Teamsters Local Union No 541 Vacation-Holiday Fund
- Sponsor EIN: 436183681
- Sponsor Address: PO BOX 909500, KANSAS CITY, MO, 641909500
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 277
- Total Assets: $107,469
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 277 | $107,469 | $140,275 | $0 |
| 2023 | 416 | $372,023 | $1.0M | $0 |
| 2022 | 421 | $378,732 | $927,682 | $0 |
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 |
|---|---|---|---|---|
| ANDERS CPAS + ADVISORS | Auditor | $17,800 | — | $17,800 |
| WILSON-MCSHANE CORPORATION | Other Service Provider | $7,238 | — | $7,238 |
| ARNOLD NEWBOLD, SOLLARS & HOLLINS | Other Service Provider | $6,361 | — | $6,361 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS CPAS + ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,399
- Estimated Expense Ratio: 29.217% 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 | $36,332 | — | $7,200 | $21,981 | — |
| 2023 | $44,052 | — | $7,200 | $21,099 | — |
| 2022 | $35,862 | — | $7,200 | — | $24,740 |