Plan Snapshot
- Plan Sponsor: Betty Jean Kerr Peoples Health
- Sponsor EIN: 431036785
- Sponsor Address: 5701 DELMAR BOULEVARD, ST. LOUIS, MO, 63112
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $11.8M
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 | 332 | $11.8M | $415,366 | $815,762 |
| 2023 | 324 | $10.2M | $695,928 | $335,499 |
| 2022 | 315 | $10.5M | $351,397 | $690,659 |
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 |
|---|---|---|---|---|
| COHENREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $110,579 | $71,472 | — | — | — |
| 2023 | $65,060 | — | — | — | — |
| 2022 | $43,872 | — | $43,872 | — | — |