Plan Snapshot
- Plan Sponsor: Siu Rivers Pension Trust C/O Zenith American Solutions
- Sponsor EIN: 436164058
- Sponsor Address: 502 EARTH CITY EXPRESSWAY SUITE 203, EARTH CITY, MO, 63045
- Plan Type: DB
- Total Participants: 51
- Total Assets: $69.4M
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 | 51 | $69.4M | $0 | $0 |
| 2023 | 48 | $64.2M | $0 | $0 |
| 2022 | 41 | $58.9M | $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 |
|---|---|---|---|---|
| GOLDSTEIN AND PRICE, L.C. | Other Service Provider | $84,988 | — | $84,988 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $69,354 | — | $69,354 |
| THE SEGAL COMPANY | Other Service Provider | $65,194 | — | $65,194 |
| M. J. MINTZ, P.C. | Other Service Provider | $62,265 | — | $62,265 |
| QUAN-VEST CONSULTANTS | Other Service Provider | $43,484 | — | $43,484 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $41,328 | — | $41,328 |
| LOOMIS, SAYLES & CO | Other Service Provider | $36,927 | — | $36,927 |
| PRUDENTIAL INSURANCE CO | Recordkeeper | $34,265 | — | $34,265 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | $18,424 | — | $18,424 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO — Recordkeeper
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $456,229
- Estimated Expense Ratio: 0.657% 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 | $589,532 | $181,905 | $54,624 | $18,424 | — |
| 2023 | $667,029 | $208,484 | $53,040 | $17,250 | — |
| 2022 | $724,009 | $242,879 | $51,504 | — | $268,126 |