Plan Snapshot
- Plan Sponsor: Aging Well Health Care, LLC
- Sponsor EIN: 710868310
- Sponsor Address: 7212-7216 BALSON AVE, ST. LOUIS, MO, 63130
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 238 | $8.0M | $268,583 | $480,108 |
| 2023 | 206 | $7.0M | $257,459 | $409,663 |
| 2022 | 209 | $5.4M | $224,458 | $366,720 |
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 |
|---|---|---|---|---|
| MONETA GROUP LLC | NONE | $23,666 | — | $23,666 |
| EPIC RETIREMENT PLAN SERVICES | NONE | $5,071 | — | $5,071 |
| DSR CPA AND CONSULTANTS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- DSR CPA AND CONSULTANTS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,737
- Estimated Expense Ratio: 0.357% of plan assets
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 | $28,737 | $23,666 | — | — | — |
| 2023 | $24,596 | $21,346 | — | — | — |
| 2022 | $23,664 | $20,369 | — | — | — |