# Betty Jean Kerr Peoples Health 401(k) Plan
Source: https://planprovider.pro/companies/betty-jean-kerr-people-s-health-centers-inc-401k-plan

> Betty Jean Kerr Peoples Health's 401(k) plan: 332 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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