# The Board Of Trustees C/O Rachel Allen, Plan Manager DB Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-c-o-rachel-allen-plan-manager-plan

> The Board Of Trustees C/O Rachel Allen, Plan Manager&#39;s DB plan: 1,422 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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