Plan Snapshot
- Plan Sponsor: Barry-Wehmiller Companies, INC.
- Sponsor EIN: 430172560
- Sponsor Address: 8020 FORSYTH BOULEVARD, ST. LOUIS, MO, 631051707
- Plan Type: 401(k)
- Total Participants: 5,631
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,631 | $1.0B | $20.1M | $54.6M |
| 2023 | 5,933 | $907.6M | $21.0M | $51.3M |
| 2022 | 5,850 | $803.9M | $18.1M | $46.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $524,679 | — | $524,679 |
| CREATIVE PLANNING | CONSULTANT | $114,000 | — | $114,000 |
| ANDERS MINKLER HUBER & HELM LLP | ACCOUNTANT | $24,700 | — | $24,700 |
| CREATIVE PLANNING LLC | INV ADV, PARTICIPANTS | $11,985 | — | $11,985 |
| SIGNATURE INVESTMENT ADVISORS | INV ADV, PARTICIPANTS | $10,830 | — | $10,830 |
| FISHER INVESTMENTS | INV ADV, PARTICIPANTS | $7,632 | — | $7,632 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — CONSULTANT
- ANDERS MINKLER HUBER & HELM LLP — ACCOUNTANT
- CREATIVE PLANNING LLC — INV ADV, PARTICIPANTS
- FISHER INVESTMENTS — INV ADV, PARTICIPANTS
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $693,826
- Estimated Expense Ratio: 0.067% 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 | $706,004 | — | $524,679 | — | — |
| 2023 | $614,095 | $28,074 | $573,972 | — | — |
| 2022 | $663,992 | $172,503 | — | — | — |