# Wilbert Funeral Service, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wilbert-funeral-service-inc-401k-plan

> Wilbert Funeral Service, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MARKSNELSON](https://planprovider.pro/provider/marksnelson-llc) — 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|—|—|—|

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