Plan Snapshot
- Plan Sponsor: Vintage Stock
- Sponsor EIN: 431571679
- Sponsor Address: 202 E 32ND STREET, JOPLIN, MO, 648043802
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $5.0M
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 | 445 | $5.0M | $148,649 | $236,264 |
| 2023 | 420 | $4.6M | $114,348 | $227,500 |
| 2022 | 426 | $4.2M | $108,316 | $227,710 |
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 |
|---|---|---|---|---|
| KPM, CPAS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPM, CPAS, PC — 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 | $54,480 | $51,930 | $2,550 | — | — |
| 2023 | $55,677 | $48,383 | $7,294 | — | — |
| 2022 | $47,093 | $45,350 | $1,743 | — | — |