# Automotive Petroleum & Allied Industries Employees Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/automotive-petroleum-allied-industries-employees-welfare-fund-431107932-501

> Automotive Petroleum & Allied Industries Employees Welfare Fund's 401(k) plan: 824 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Automotive Petroleum & Allied Industries Employees Welfare Fund

- **Sponsor EIN:** 431107932

- **Sponsor Address:** 502 EARTH CITY EXPRESSWAY,, EARTH CITY, MO, 63045

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 824

- **Total Assets:** $28.1M

## 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.|

| 2024|824|$28.1M|$15.3M|$479,613|

| 2023|1,063|$26.1M|$16.6M|$486,017|

| 2022|1,056|$21.7M|$16.0M|$587,745|

## 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|

| MERITAIN HEALTH, INC.|Other Service Provider|$423,479|—|$423,479|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$295,215|—|$295,215|

| ANDERS MINKLER HUBER HELM LLP|Other Service Provider|$101,876|—|$101,876|

| BURR OAK CONSULTING|Other Service Provider|$70,965|—|$70,965|

| MOSAIC FAMILY WEALTH|Other Service Provider|$48,054|—|$48,054|

| SPECTOR WOLFE & MCLAUGHLIN LLC|Other Service Provider|$24,282|—|$24,282|

| CHUBB LIMITED|Other Service Provider|$23,633|—|$23,633|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$19,989|—|$19,989|

| DANIEL HEUMANN|Custodian / Trustee|$9,600|—|$9,600|

| DONALD SCHAPER|Custodian / Trustee|$9,600|—|$9,600|

| MILLIMAN USA|Recordkeeper|$9,500|—|$9,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MILLIMAN USA](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,036,193

- **Estimated Expense Ratio:** 3.683% 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|$1,047,046|$49,042|$423,479|$43,343|—|

| 2023|$1,122,185|$70,172|$483,695|$55,462|—|

| 2022|$1,031,472|$60,967|$244,114|—|$633,452|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/automotive-petroleum-allied-industries-employees-welfare-fund-431107932-501)

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