Plan Snapshot
- Plan Sponsor: Kirkwood Pharmacy Group
- Sponsor EIN: 873423716
- Sponsor Address: 755 S. NEW BALLAS ROAD, ST. LOUIS, MO, 63131
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 132 | $5.1M | $238,509 | $361,087 |
| 2023 | 125 | $4.4M | $203,716 | $308,331 |
| 2022 | 128 | $3.7M | $221,578 | $365,158 |
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 |
|---|---|---|---|---|
| RUBINBROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN — 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 | $44,220 | $26,119 | $3,649 | — | — |
| 2023 | $36,768 | — | — | — | — |
| 2022 | $38,551 | — | — | — | — |