Plan Snapshot
- Plan Sponsor: Anders Minkler Huber & Helm LLP
- Sponsor EIN: 430831507
- Sponsor Address: 800 MARKET STREET, SUITE 500, ST. LOUIS, MO, 63101
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 324
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 324 | $0 | $0 | $0 |
| 2024 | 314 | $0 | $0 | $0 |
| 2023 | 301 | $0 | $0 | $0 |
| 2022 | 240 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| RX BENEFITS | Other Service Provider | $857,687 | $2,137 | $859,824 |
| UMR INC | Other Service Provider | $184,236 | $2,104 | $186,340 |
| JW TERRILL BENEFIT SERVICES INC | Investment Advisor | $48,576 | — | $48,576 |
| MARSH & MCLENNAN AGENCY LLC | Investment Advisor | $16,590 | — | $16,590 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JW TERRILL BENEFIT SERVICES INC — Investment Advisor
- MARSH & MCLENNAN AGENCY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,111,330
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |