Plan Snapshot
- Plan Sponsor: West Wichita Family Physicians, P.A.
- Sponsor EIN: 742848808
- Sponsor Address: 8200 W CENTRAL AVE, STE 1, WICHITA, KS, 672123661
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $75.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 193 | $75.0M | $1.9M | $758,098 |
| 2023 | 178 | $65.4M | $1.7M | $717,423 |
| 2022 | 154 | $56.7M | $1.6M | $648,623 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | Investment Advisor | $96,510 | — | $96,510 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,510
- Estimated Expense Ratio: 0.129% 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 | $191,118 | $96,510 | $94,458 | — | — |
| 2023 | $175,170 | $84,209 | $90,361 | — | — |
| 2022 | $182,666 | $38,407 | — | — | $75 |