Plan Snapshot
- Plan Sponsor: Weigand-Omega Management, INC.
- Sponsor EIN: 481151334
- Sponsor Address: 333 SOUTH BROADWAY, SUITE 105, WICHITA, KS, 672024325
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $3.7M
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. |
|---|---|---|---|---|
| 2024 | 122 | $3.7M | $90,238 | $280,232 |
| 2023 | 132 | $3.3M | $96,815 | $285,841 |
| 2022 | 134 | $2.7M | $83,554 | $271,577 |
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 |
|---|---|---|---|---|
| INTRUST BANK, N.A. | NONE | $28,273 | — | $28,273 |
| WENDLING NOE NELSON & JOHNSON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WENDLING NOE NELSON & JOHNSON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,273
- Estimated Expense Ratio: 0.759% 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 | $28,273 | — | $1,975 | — | — |
| 2023 | $25,080 | — | $1,575 | — | — |
| 2022 | $25,900 | $18,883 | $7,017 | — | — |