# Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuity DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-st-louis-kansas-city-carpenters-regional-annuity-371942230-002

> Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuity's DC plan: 16,999 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

- [CHARLES L. CRANE AGENCY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-st-louis-kansas-city-carpenters-regional-annuity-371942230-002)

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