# The Whole Person INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-whole-person-inc-403b-plan

> The Whole Person INC.'s 403(b) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — NONE

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [WENDING NOE NELSON & JOHNSON LLC](https://planprovider.pro/provider/wendling-noe-nelson-and-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-whole-person-inc-403b-plan)

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