Plan Snapshot
- Plan Sponsor: Peckham Guyton Albers & Viets, INC.
- Sponsor EIN: 430831161
- Sponsor Address: 200 N. BROADWAY, SUITE 1000, ST LOUIS, MO, 631022754
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $60.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 177 | $60.5M | $1.2M | $2.5M |
| 2023 | 175 | $52.4M | $1.1M | $2.4M |
| 2022 | 152 | $45.7M | $935,984 | $2.1M |
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 | $22,000 | — | $22,000 |
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: $22,000
- Estimated Expense Ratio: 0.036% 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 | $142,759 | $84,551 | — | $22,000 | — |
| 2023 | $108,341 | $78,146 | — | — | — |
| 2022 | $140,144 | $450 | — | — | — |