Plan Snapshot
- Plan Sponsor: St. Louis Cardinals, LLC
- Sponsor EIN: 431732671
- Sponsor Address: 700 CLARK STREET, SAINT LOUIS, MO, 631021727
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 940
- Total Assets: $47.4M
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. |
|---|---|---|---|---|
| 2025 | 940 | $47.4M | $0 | $0 |
| 2024 | 782 | $40.4M | $1.8M | $2.2M |
| 2023 | 769 | $34.7M | $1.8M | $2.2M |
| 2022 | 748 | $27.8M | $1.3M | $1.7M |
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 |
|---|---|---|---|---|
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $3,914,598 | — | — | — | — |
| 2024 | $5,589 | — | — | — | — |
| 2023 | $3,650 | — | — | — | — |
| 2022 | $17,377 | — | — | — | — |