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: 319
- Total Assets: $42.4M
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 | 319 | $42.4M | $760,065 | $2.1M |
| 2023 | 301 | $39.0M | $750,114 | $2.1M |
| 2022 | 299 | $37.0M | $737,752 | $2.1M |
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 | $27,189 | — | $27,189 |
| ANDERS, MINKLER, HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS, MINKLER, HUBER & HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,189
- Estimated Expense Ratio: 0.064% 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 | $31,189 | — | $27,189 | — | — |
| 2023 | $30,007 | $2,000 | $28,007 | — | — |
| 2022 | $36,655 | $8,000 | — | — | — |