# Missouri Historical Society DC Plan
Source: https://planprovider.pro/companies/missouri-historical-society-pension-plan-plan

> Missouri Historical Society's DC plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Missouri Historical Society

- **Sponsor EIN:** 430654866

- **Sponsor Address:** P.O. BOX 775460, ST. LOUIS, MO, 63177

- **Plan Type:** DC

- **Total Participants:** 132

- **Total Assets:** $10.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|132|$10.0M|$380,233|$0|

| 2023|153|$8.4M|$353,497|$0|

| 2022|155|$7.3M|$339,852|$0|

## 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|$1,877|—|$1,877|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RUBINBROWN, LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,877

- **Estimated Expense Ratio:** 0.019% 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|$10,992|—|$9,115|$1,877|—|

| 2023|$7,717|—|$1,447|$6,270|—|

| 2022|$6,917|—|$6,917|—|—|

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