# First State Bank Of St. Charles Missouri 401(k) Plan
Source: https://planprovider.pro/companies/first-state-bank-of-st-charles-missouri-401k-plan

> First State Bank Of St. Charles Missouri's 401(k) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First State Bank Of St. Charles Missouri

- **Sponsor EIN:** 430492450

- **Sponsor Address:** 3461 TECHNOLOGY DRIVE, LAKE ST. LOUIS, MO, 63367

- **Plan Type:** 401(k)

- **Total Participants:** 180

- **Total Assets:** $25.2M

## 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|180|$25.2M|$615,913|$1.5M|

| 2023|181|$23.3M|$789,308|$1.4M|

| 2022|199|$20.7M|$1.0M|$1.6M|

## 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|

| CLIFTON LARSON ALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTON LARSON ALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|$37,985|—|$37,985|—|—|

| 2023|$36,237|$226|$36,011|—|—|

| 2022|$22,355|$1,512|$20,843|—|—|

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