Plan Snapshot
- Plan Sponsor: The Whole Person INC.
- Sponsor EIN: 431157083
- Sponsor Address: 3710 MAIN ST., KANSAS CITY, MO, 64111
- Plan Type: 403(b)
- Total Participants: 138
- Total Assets: $2.3M
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 | 138 | $2.3M | $38,845 | $101,504 |
| 2023 | 183 | $2.2M | $157,078 | $108,323 |
| 2022 | 130 | $2.3M | $192,383 | $190,268 |
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 |
|---|---|---|---|---|
| NATIONWIDE | NONE | $7,674 | — | $7,674 |
| SAGEVIEW ADVISORY GROUP LLC | NONE | $5,046 | — | $5,046 |
| WENDING NOE NELSON & JOHNSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — NONE
- SAGEVIEW ADVISORY GROUP LLC — NONE
- WENDING NOE NELSON & JOHNSON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,720
- Estimated Expense Ratio: 0.565% 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 | $10,519 | — | — | — | — |
| 2023 | $7,351 | — | — | — | — |
| 2022 | $6,996 | — | — | — | — |