Plan Snapshot
- Plan Sponsor: Mers/Missouri Goodwill Industries
- Sponsor EIN: 430652657
- Sponsor Address: 1727 LOCUST ST, ST LOUIS, MO, 63103
- Plan Type: 403(b)
- Total Participants: 1,924
- Total Assets: $10.0M
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 | 1,924 | $10.0M | $840,281 | $1.3M |
| 2023 | 8,853 | $7.5M | $387,345 | $1.1M |
| 2022 | 7,583 | $5.6M | $365,733 | $945,047 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $3,612 | $38,438 | $42,050 |
| CUTTER AND CO BRKG INC | Other Service Provider | — | $26,419 | $26,419 |
| RT JONES CAPITAL EQUITIES MGMT INC | Other Service Provider | $9,840 | — | $9,840 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,309
- Estimated Expense Ratio: 0.780% 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 | $13,187 | $9,840 | $3,347 | — | — |
| 2023 | $8,269 | $6,370 | $1,899 | — | — |
| 2022 | $4,502 | — | $4,502 | — | — |