Plan Snapshot
- Plan Sponsor: Missouri Historical Society
- Sponsor EIN: 430654866
- Sponsor Address: P.O. BOX 775460, ST. LOUIS, MO, 63177
- Plan Type: 403(b)
- Total Participants: 163
- Total Assets: $14.2M
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 | 163 | $14.2M | $88,912 | $516,115 |
| 2023 | 203 | $12.4M | $85,619 | $486,733 |
| 2022 | 203 | $10.3M | $82,039 | $470,376 |
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, LLP | Auditor | $1,996 | — | $1,996 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,996
- Estimated Expense Ratio: 0.014% 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 | $14,109 | — | $12,113 | $1,996 | — |
| 2023 | $11,265 | — | $1,775 | $9,490 | — |
| 2022 | $12,803 | — | $12,803 | — | — |