Plan Snapshot
- Plan Sponsor: Peabody Investments Corp.
- Sponsor EIN: 200480084
- Sponsor Address: 701 MARKET STREET, ST. LOUIS, MO, 631011826
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $132.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $132.5M | $0 | $0 |
| 2023 | 0 | $142.3M | $0 | $0 |
| 2022 | 0 | $598.9M | $0 | $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 |
|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $209,824 | — | $209,824 |
| MERCER (US) INC. | Investment Advisor | $126,687 | — | $126,687 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $111,601 | — | $111,601 |
| AON INVESTMENTS USA, INC. | Other Service Provider | $92,880 | — | $92,880 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $78,106 | — | $78,106 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $74,881 | — | $74,881 |
| UHY LLP | Auditor | $17,636 | — | $17,636 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
- MERCER (US) INC. — Investment Advisor
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $711,615
- Estimated Expense Ratio: 0.537% 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 | $1,473,431 | $282,587 | $126,687 | $17,636 | — |
| 2023 | $2,879,171 | $455,323 | $280,408 | $36,055 | — |
| 2022 | $4,530,817 | $1,013,369 | $528,217 | — | $1,938,538 |