Plan Snapshot
- Plan Sponsor: Teamsters Local Union #600 Transportatio
- Sponsor EIN: 430656495
- Sponsor Address: 161 WELDON PARKWAY, MARYLAND HEIGHTS, MO, 63043
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 213
- Total Assets: $2.3M
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 | 213 | $2.3M | $89,268 | $734 |
| 2023 | 203 | $2.2M | $94,008 | $1,221 |
| 2022 | 22 | $2.0M | $76,912 | $239 |
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 | $40,235 | — | $40,235 |
| DAIRY EMPLOYEES LOCAL 600 | Other Service Provider | $10,726 | — | $10,726 |
| RAYMOND JAMES | Recordkeeper | $9,234 | — | $9,234 |
| MILLIMAN | Recordkeeper | $5,200 | — | $5,200 |
| HAMMOND AND SHINNERS, P.C | Other Service Provider | $5,188 | — | $5,188 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS, MINKLER, HUBER & HELM LLP — Auditor
- RAYMOND JAMES — Recordkeeper
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,583
- Estimated Expense Ratio: 3.070% 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 | $90,534 | $9,234 | $9,851 | $40,235 | — |
| 2023 | $61,398 | $8,302 | $8,261 | $12,833 | — |
| 2022 | $75,445 | $8,546 | $7,451 | — | $27,524 |