Plan Snapshot
- Plan Sponsor: Whitaker Bank Corporation Of Ky
- Sponsor EIN: 611208135
- Sponsor Address: 2750 PARIS PIKE, LEXINGTON, KY, 40511
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 255
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 255 | $0 | $0 | $0 |
| 2024 | 256 | $0 | $0 | $0 |
| 2023 | 259 | $0 | $0 | $0 |
| 2022 | 266 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF KENTUCKY | Recordkeeper | $212,553 | — | $212,553 |
| BENEFITS INS MARKETING INC. | Other Service Provider | — | $13,286 | $13,286 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM HEALTH PLANS OF KENTUCKY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $225,839
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |