Plan Snapshot
- Plan Sponsor: Carestl Health
- Sponsor EIN: 430917230
- Sponsor Address: 5471 DR.MARTIN LUTHER KING DRIVE, ST. LOUIS, MO, 631124299
- Plan Type: 403(b)
- Total Participants: 270
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 270 | $11.0M | $284,040 | $564,043 |
| 2023 | 241 | $10.8M | $326,694 | $671,938 |
| 2022 | 223 | $8.7M | $360,814 | $732,258 |
| 2019 | 249 | $7.2M | $0 | $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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $5,148 | — | $5,148 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,148
- Estimated Expense Ratio: 0.047% 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 | $3,526 | — | — | — | — |
| 2023 | $1,571 | — | — | — | — |
| 2022 | $2,170 | — | — | — | — |
| 2019 | $3,181 | — | — | — | — |