Plan Snapshot
- Plan Sponsor: Whitcorp Financial Company
- Sponsor EIN: 486109393
- Sponsor Address: 1500 E KANSAS AVE, GARDEN CITY, KS, 67846
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $17.9M
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 | 177 | $17.9M | $317,567 | $651,875 |
| 2023 | 175 | $16.1M | $307,375 | $634,849 |
| 2022 | 179 | $13.4M | $294,289 | $621,069 |
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 |
|---|---|---|---|---|
| FORTNER BAYENS, PC. | 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 | $1,435 | — | $1,435 | — | — |
| 2023 | $1,040 | — | $1,040 | — | — |
| 2022 | $1,240 | — | $1,240 | — | — |