Plan Snapshot
- Plan Sponsor: Maryville Consulting Group, INC.
- Sponsor EIN: 431669059
- Sponsor Address: 7777 BONHOMME AVE, ST. LOUIS, MO, 63105
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 53
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 53 | $6.9M | $0 | $0 |
| 2024 | 103 | $21.2M | $612,635 | $1.6M |
| 2023 | 103 | $17.8M | $546,669 | $1.4M |
| 2022 | 85 | $14.1M | $366,959 | $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 |
|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS | Investment Advisor | $35,289 | — | $35,289 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $24,980 | — | $24,980 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,269
- Estimated Expense Ratio: 0.872% 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 |
|---|---|---|---|---|---|
| 2025 | $19,104,183 | $38,951 | — | — | — |
| 2024 | $74,091 | $46,196 | — | — | — |
| 2023 | $60,077 | $37,660 | $300 | — | — |
| 2022 | $58,737 | $1,361 | — | — | — |