Plan Snapshot
- Plan Sponsor: Tutera Group INC.
- Sponsor EIN: 431433108
- Sponsor Address: 7611 STATELINE ROAD, KANSAS CITY, MO, 64114
- Plan Type: 401(k)
- Total Participants: 10,344
- Total Assets: $10.7M
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 | 10,344 | $10.7M | $168,401 | $1.5M |
| 2023 | 1,801 | $11.2M | $146,088 | $1.3M |
| 2022 | 1,680 | $9.5M | $156,693 | $1.5M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | ACCOUNTANT/AUDITOR | $38,824 | — | $38,824 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,654 | — | $35,654 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $26,814 | — | $26,814 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — ACCOUNTANT/AUDITOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,292
- Estimated Expense Ratio: 0.949% 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 | $101,292 | $26,814 | — | $38,824 | — |
| 2023 | $80,161 | $24,941 | — | $17,866 | — |
| 2022 | $91,758 | — | — | — | — |