Plan Ledger DOL Form 5500 · updated monthly

Wallace Saunders, Chartered401(k)

WALLACE SAUNDERS, CHARTERED 401(K) PROFIT SHARING PLAN · OVERLAND PARK, KS · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Wallace Saunders, Chartered reported $79,614 in plan administrative expenses for 2022: 0.35% of average plan assets, above the peer median. Employer contributions averaged $10,494 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 292nd-largest of 828 plans among Kansas employers on file, and the 5,398th of 11,654 in professional & technical services. In 2022, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,873,324
Participants with balances96
Active participants68
Employer contributions$713,558
Employee contributions$767,098
Employer contribution per active participant$10,494
Average account balance$217,430
Benefits paid to participants$2,245,554
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$79,005
Investment management$609
Total administrative$79,614
The Wallace Saunders, Chartered 401(k) match · 2022
Employer contribution per active participant$10,494
Median for plans this size$2,266

Wallace Saunders, Chartered's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$79,614 · 0.35%
Similar plansProfessional & Technical Services · Kansas
Firemon, LLC. KS$26.4M · 0.42%
Marksnelson Advisory, LLC KS$24.1M · 0.20%
Aib International, Inc. KS$23.7M · 0.43%
Signal Theory, Inc. KS$23.0M · 0.14%
Pivot Intermediary, Inc. KS$19.9M · 0.02%
Marksnelson LLC KS$19.8M · 0.30%
Genuen LLC KS$19.3M · 0.29%
Dpra, Incorporated KS$18.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480921719 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.