Plan Snapshot
- Plan Sponsor: Stj Group Holdings LLC
- Sponsor EIN: 833272113
- Sponsor Address: 421 N. KIRKWOOD ROAD, KIRKWOOD, MO, 63122
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $452,527
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 154 | $452,527 | $82,252 | $221,939 |
| 2023 | 144 | $128,155 | $60,359 | $58,716 |
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 |
|---|---|---|---|---|
| LOPATA, FLEGEL & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOPATA, FLEGEL & COMPANY, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $1,891 | $1,891 | — | — | — |
| 2023 | $139 | $139 | — | — | — |