Plan Snapshot
- Plan Sponsor: Traders General Agency, INC.
- Sponsor EIN: 263538168
- Sponsor Address: 9300 TROOST AVENUE P.O. BOX 24568, KANSAS CITY, MO, 64131
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $6.0M
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 | 154 | $6.0M | $114,681 | $488,552 |
| 2023 | 131 | $4.9M | $72,349 | $393,989 |
| 2022 | 149 | $4.0M | $68,609 | $364,313 |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,512 | $22,632 | — | — | — |
| 2023 | $36,986 | $17,864 | — | — | — |
| 2022 | $25,717 | $18,452 | $7,265 | — | — |