Plan Snapshot
- Plan Sponsor: Veterans Of Foreign Wars Of The United States
- Sponsor EIN: 440474290
- Sponsor Address: 406 WEST 34TH STREET, KANSAS CITY, MO, 64111
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $45.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $45.5M | $0 | $0 |
| 2023 | 0 | $48.7M | $0 | $0 |
| 2022 | 0 | $48.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| REAMS ASSET MANAGEMENT | Other Service Provider | $98,177 | — | $98,177 |
| US BANK | Recordkeeper | $54,770 | — | $54,770 |
| WHITE OAK | Other Service Provider | $18,971 | — | $18,971 |
| WCM | Other Service Provider | $7,231 | — | $7,231 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,149
- Estimated Expense Ratio: 0.394% 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 | $179,149 | $124,379 | $54,770 | — | — |
| 2023 | $163,035 | $107,551 | $55,484 | — | — |
| 2022 | $211,399 | $154,995 | $56,404 | — | — |