Plan Snapshot
- Plan Sponsor: Vance Brothers, INC.
- Sponsor EIN: 440577983
- Sponsor Address: 5201 BRIGHTON AVE., KANSAS CITY, MO, 64130
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 248 | $21.1M | $715,431 | $1.2M |
| 2023 | 246 | $18.3M | $672,915 | $1.1M |
| 2022 | 313 | $15.7M | $575,001 | $977,878 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $60,051 | — | $60,051 |
| TWO WEST CAPITAL ADVISORS LLC | INVESTMENT ADVISOR | $24,361 | — | $24,361 |
| DICKEY & HUMBARD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- DICKEY & HUMBARD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,412
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 |
|---|---|---|---|---|---|
| 2025 | $41,147 | $12,473 | — | — | — |
| 2024 | $84,411 | $24,360 | — | — | — |
| 2023 | $70,736 | $22,701 | — | — | — |
| 2022 | $69,659 | $22,686 | — | — | — |