Plan Snapshot
- Plan Sponsor: The Family Conservancy, INC.
- Sponsor EIN: 440454800
- Sponsor Address: 444 MINNESOTA AVENUE, KANSAS CITY, KS, 66101
- Plan Type: DB
- Total Participants: 12
- Total Assets: $8.0M
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 | 12 | $8.0M | $0 | $0 |
| 2023 | 15 | $7.8M | $145,455 | $0 |
| 2022 | 15 | $7.2M | $290,910 | $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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA LIFE INSURANCE CO | NONE | $13,838 | — | $13,838 |
| SWINDOLL, JANZEN, HAWK & LOYD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWINDOLL, JANZEN, HAWK & LOYD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,838
- Estimated Expense Ratio: 0.172% 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 | $13,838 | — | — | — | — |
| 2023 | $17,830 | — | — | — | — |
| 2022 | $2,664 | — | — | — | — |