Plan Snapshot
- Plan Sponsor: Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuity
- Sponsor EIN: 371942230
- Sponsor Address: 1419 HAMPTON AVENUE, ST. LOUIS, MO, 631393159
- Plan Type: DC
- Plan Number: 002
- Total Participants: 16,999
- Total Assets: $141.2M
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 | 16,999 | $141.2M | $35.5M | $0 |
| 2023 | 17,034 | $99.1M | $26.8M | $0 |
| 2022 | 16,972 | $66.1M | $22.4M | $0 |
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 |
|---|---|---|---|---|
| MID AMERICA CARPENTERS REGIONAL BEN | Other Service Provider | $855,270 | — | $855,270 |
| COMMERCE BANK | Other Service Provider | $122,525 | $2,857 | $125,382 |
| MARQUETTE ASSOCIATES | Other Service Provider | $50,307 | — | $50,307 |
| ADVERTISING PRINTING CO. | Other Service Provider | $37,621 | — | $37,621 |
| ANDERS MINKLER HUBER & HELM LLP | Auditor | $28,490 | — | $28,490 |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS, | Other Service Provider | $23,298 | — | $23,298 |
| BASYS, LLC | Other Service Provider | $11,245 | — | $11,245 |
| CHARLES L. CRANE AGENCY | Recordkeeper | $10,523 | — | $10,523 |
| ST. LOUIS PRE-SORT INC. | Other Service Provider | $6,725 | — | $6,725 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — Auditor
- CHARLES L. CRANE AGENCY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,148,861
- Estimated Expense Ratio: 0.814% 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 | $1,292,701 | $198,965 | $30,423 | $47,538 | — |
| 2023 | $758,821 | $127,056 | $25,009 | $59,080 | — |
| 2022 | $607,068 | $103,709 | $36,464 | — | $91,979 |