Plan Ledger DOL Form 5500 · updated monthly

Ascentist Management, LLC dba Ent Associates of Greater Kansas City401(k)

ENT ASSOCIATES OF GREATER KANSAS CITY 401(K) PROFIT SHARING PLAN · LEES SUMMIT, MO · plan year 2023

Reported admin expense ratio · 2023
0.65%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ascentist Management, LLC dba Ent Associates of Greater Kansas City reported $73,507 in plan administrative expenses for 2023: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,829 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.55% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (750th of 1,393), and the 4,887th of 11,911 in health care & social assistance. In 2023, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,097,654
Participants with balances512
Active participants392
Employer contributions$1,109,007
Employee contributions$1,793,733
Employer contribution per active participant$2,829
Average account balance$25,581
Benefits paid to participants$1,438,419
Plan auditUnmodified (clean) audit opinion
AuditorADAMS BROWN CPA
Plan history2
Yearassets · accounts · employer contribution
2023$13.1M · 512 accts · $1.1M emplr
2022$9.5M · 384 accts · $727K emplr
Administrative expenses, itemized · 2023
Investment management$46,609
Total administrative$73,507
The Ascentist Management, LLC dba Ent Associates of Greater Kansas City 401(k) match · 2023
Employer contribution per active participant$2,829
Median for plans this size$2,440
2023$2,829 per active participant
2022$2,300 per active participant

Ascentist Management, LLC dba Ent Associates of Greater Kansas City's 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$26,898
CREATIVE PLANNING, INC. · Investment advisory (participants) · Investment advisory (plan)$46,609

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$73,507 · 0.65%
2022$59,984 · 0.55%
Similar plansHealth Care & Social Assistance · Missouri
Kansas City Hospice, Inc. MO$13.9M · 0.32%
Easterseals Midwest MO$13.8M · 0.85%
Biotech X-Ray Inc. MO$13.0M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823160781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.