Plan Snapshot
- Plan Sponsor: Wellsky Corporation
- Sponsor EIN: 112209324
- Sponsor Address: 11300 SWITZER ROAD, OVERLAND PARK, KS, 662103665
- Plan Type: 401(k)
- Total Participants: 2,207
- Total Assets: $191.8M
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 | 2,207 | $191.8M | $8.5M | $17.9M |
| 2023 | 2,220 | $151.7M | $7.5M | $15.5M |
| 2022 | 1,787 | $113.3M | $6.3M | $13.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $625,750 | — | $625,750 | — | — |
| 2023 | $301,297 | — | $301,297 | — | — |
| 2022 | $264,332 | — | $245,511 | — | $18,375 |