# Pfg-St. Louis, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pfg-st-louis-llc-401k-plan

> Pfg-St. Louis, LLC's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pfg-St. Louis, LLC

- **Sponsor EIN:** 853493848

- **Sponsor Address:** 5043 W 67TH STREET, BEDFORD PARK, IL, 60638

- **Plan Type:** 401(k)

- **Total Participants:** 131

- **Total Assets:** $3.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|131|$3.9M|$222,399|$574,592|

| 2023|141|$3.0M|$204,548|$579,105|

| 2022|218|$2.2M|$98,079|$238,804|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$19,603|—|$19,603|

| MERRILL LYNCH PIERCE FENNER & SMITH|CONSULTANT|$8,248|$13|$8,261|

| DIGIOVINE HNILO JORDON AND JOHNSON|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,864

- **Estimated Expense Ratio:** 0.712% 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|$27,851|$3,299|$19,603|—|—|

| 2023|$46,608|$2,328|$40,902|—|—|

| 2022|$7,052|$43|$6,966|—|$43|

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