Plan Snapshot
- Plan Sponsor: Peabody Investments Corp.
- Sponsor EIN: 200480084
- Sponsor Address: 701 MARKET STREET, SUITE 600, ST. LOUIS, MO, 631011826
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 811
- Total Assets: $11.3M
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 | 811 | $11.3M | $227,179 | $0 |
| 2023 | 914 | $14.3M | $405,983 | $560,543 |
| 2022 | 1,037 | $17.4M | $145,000 | $870,215 |
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 |
|---|---|---|---|---|
| PAYLOCITY CORPORATION | Other Service Provider | $32,830 | — | $32,830 |
| COMMERCE BANK | Other Service Provider | $31,176 | — | $31,176 |
| UHY LLP | Auditor | $29,668 | — | $29,668 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,674
- Estimated Expense Ratio: 0.831% 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 | $436,616 | $31,176 | $35,831 | $29,668 | — |
| 2023 | $193,392 | $38,364 | $36,613 | $24,924 | — |
| 2022 | $381,117 | $51,522 | $45,211 | — | $27,368 |