Plan Snapshot
- Plan Sponsor: Fv Services, INC
- Sponsor EIN: 820986068
- Sponsor Address: 12503 VILLAGE CIRCLE DRIVE, ST. LOUIS, MO, 63127
- Plan Type: 403(b)
- Total Participants: 994
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 994 | $22.3M | $527,462 | $1.6M |
| 2023 | 972 | $18.7M | $473,807 | $1.4M |
| 2022 | 904 | $15.5M | $409,446 | $1.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $28,883 | — | $28,883 |
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: $28,883
- Estimated Expense Ratio: 0.129% 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 | $83,402 | — | $54,519 | $28,883 | — |
| 2023 | $74,149 | $24,040 | $50,109 | — | — |
| 2022 | $91,781 | $79,630 | — | — | $12,151 |