Plan Snapshot
- Plan Sponsor: Wilbert Funeral Service, INC.
- Sponsor EIN: 364128481
- Sponsor Address: 10965 GRANADA LANE, OVERLAND PARK, KS, 66211
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $2.2M | $3.7M |
| 2023 | 1,114 | $48.8M | $2.2M | $3.5M |
| 2022 | 1,021 | $39.9M | $690,249 | $2.8M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER&SMIT | INVESTMENT ADVISOR | $117,692 | — | $117,692 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $93,774 | — | $93,774 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $29,954 | — | $29,954 |
| MARKSNELSON | ACCOUNTANT/AUDITOR | $27,000 | — | $27,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MARKSNELSON — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $268,420
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 | $123,769 | $16,805 | — | $9,000 | — |
| 2023 | $134,210 | $73,823 | — | $13,500 | — |
| 2022 | $128,906 | $16,926 | — | — | — |