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: 504
- Total Participants: 187
- Total Assets: $3.9M
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 | 187 | $3.9M | $2.5M | $511,126 |
| 2023 | 179 | $3.5M | $1.7M | $506,971 |
| 2022 | 182 | $3.1M | $2.0M | $500,951 |
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 |
|---|---|---|---|---|
| LUMINARE HEALTH BENEFITS, INC. | Other Service Provider | $73,035 | — | $73,035 |
| VISION SERVICE PLAN | Other Service Provider | $22,372 | — | $22,372 |
| DELTA DENTAL | Other Service Provider | $18,830 | — | $18,830 |
| AETNA - PPO | Other Service Provider | $17,662 | — | $17,662 |
| US BANK | Recordkeeper | $10,010 | — | $10,010 |
| JON GRAMS & ASSOCIATES,INC. | Other Service Provider | $9,600 | — | $9,600 |
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: $151,509
- Estimated Expense Ratio: 3.874% 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 | $102,855 | $10,010 | $92,845 | — | — |
| 2023 | $112,983 | $8,932 | $104,051 | — | — |
| 2022 | $148,989 | $8,042 | $140,947 | — | — |