Plan Snapshot
- Plan Sponsor: Butler Supply INC.
- Sponsor EIN: 430202827
- Sponsor Address: 965 HORAN DRIVE, FENTON, MO, 63026
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 265 | $29.2M | $418,267 | $1.2M |
| 2023 | 252 | $24.7M | $367,122 | $1.1M |
| 2022 | 236 | $22.2M | $370,122 | $1.1M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Recordkeeper | $45,724 | $21 | $45,745 |
| NIA SECURITIES LLC | Investment Advisor | — | $27,244 | $27,244 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NIA SECURITIES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,989
- Estimated Expense Ratio: 0.250% 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 | $46,474 | $868 | $44,256 | — | — |
| 2023 | $34,376 | $714 | $32,862 | — | — |
| 2022 | $37,290 | — | — | — | — |