Plan Snapshot
- Plan Sponsor: Tierpoint, LLC
- Sponsor EIN: 320356624
- Sponsor Address: 12444 POWERSCOURT DRIVE, SUITE 450, ST. LOUIS, MO, 63131
- Plan Type: 401(k)
- Total Participants: 885
- Total Assets: $82.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 885 | $82.9M | $2.5M | $7.4M |
| 2023 | 928 | $71.3M | $2.5M | $7.2M |
| 2022 | 895 | $55.3M | $2.4M | $6.9M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | RETAINED BY PLAN SPONSOR | $192,775 | — | $192,775 |
| MONETA GROUP | RETAINED BY PLAN SPONSOR | $91,350 | — | $91,350 |
| ARMANINO LLP | RETAINED BY EMPLOYER | $11,813 | — | $11,813 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVCS — RETAINED BY PLAN SPONSOR
- ARMANINO LLP — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $295,938
- Estimated Expense Ratio: 0.357% 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 | $295,937 | $103,907 | $180,217 | $11,813 | — |
| 2023 | $249,702 | $72,952 | $161,525 | $15,225 | — |
| 2022 | $229,964 | $67,213 | $149,701 | — | $13,050 |