Plan Snapshot
- Plan Sponsor: Wichita Collegiate School
- Sponsor EIN: 486091046
- Sponsor Address: 9115 E. 13TH STREET, WICHITA, KS, 67206
- Plan Type: 403(b)
- Total Participants: 231
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 231 | $21.5M | $466,014 | $382,972 |
| 2023 | 220 | $19.1M | $412,454 | $363,680 |
| 2022 | 223 | $17.3M | $398,276 | $315,696 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, 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 | $78,992 | — | $60,330 | — | — |
| 2023 | $71,177 | $15,843 | $52,571 | — | — |
| 2022 | $74,526 | $15,248 | $59,278 | — | — |