Plan Snapshot
- Plan Sponsor: Seiu Local 2000 Pension Fund
- Sponsor EIN: 362435849
- Sponsor Address: 5585 PERSHING, SUITE 170, ST. LOUIS, MO, 631124621
- Plan Type: DC
- Total Participants: 120
- Total Assets: $6.1M
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 | 120 | $6.1M | $125,580 | $0 |
| 2023 | 167 | $5.9M | $123,080 | $0 |
| 2022 | 166 | $5.3M | $131,818 | $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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM, LLP | Auditor | $28,675 | — | $28,675 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,675
- Estimated Expense Ratio: 0.470% 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 | $181,797 | $40,644 | — | $28,675 | — |
| 2023 | $153,699 | $37,770 | — | — | — |
| 2022 | $210,891 | $41,801 | — | — | $91,454 |