Plan Snapshot
- Plan Sponsor: The Board Of Trustees C/O Rachel Allen, Plan Manager
- Sponsor EIN: 436057739
- Sponsor Address: 13801 RIVERPORT DR, STE 501, MARYLAND HEIGHTS, MO, 630434828
- Plan Type: DB
- Total Participants: 1,422
- Total Assets: $565.8M
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 | 1,422 | $565.8M | $0 | $0 |
| 2023 | 1,345 | $524.7M | $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 |
|---|---|---|---|---|
| GRABEL SCHNIEDERS HOLLMAN & CO, PC | Auditor | $42,832 | — | $42,832 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,832
- Estimated Expense Ratio: 0.008% 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 | $2,614,815 | $1,787,315 | $158,338 | $42,832 | — |
| 2023 | $1,797,177 | $1,008,349 | $158,532 | — | $414,411 |