# Trans States Holdings, INC 401(k) Plan
Source: https://planprovider.pro/companies/trans-states-holdings-inc-401k-plan

> Trans States Holdings, INC's 401(k) plan: 988 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trans States Holdings, INC

- **Sponsor EIN:** 431812952

- **Sponsor Address:** 11495 NAVAID ROAD, SUITE 340, BRIDGETON, MO, 63044

- **Plan Type:** 401(k)

- **Total Participants:** 988

- **Total Assets:** $60.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|988|$60.7M|$1.6M|$5.6M|

| 2023|823|$53.2M|$1.4M|$4.1M|

| 2022|826|$50.0M|$822,771|$3.7M|

## 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|

| ADP, INC.|RECORD KEEPER|$61,853|—|$61,853|

| CREATIVE PLANNING HOLDCO, LLC|INVESTMENT/FINANCIAL ADVI|$42,289|—|$42,289|

| BOYUM & BARENSCHEER PLLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CREATIVE PLANNING HOLDCO, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT/FINANCIAL ADVI

- [BOYUM & BARENSCHEER PLLP](https://planprovider.pro/provider/boyum-and-barenscheer-pllp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $104,142

- **Estimated Expense Ratio:** 0.172% 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|$104,142|$75,526|—|—|—|

| 2023|$205,649|$103,467|—|—|—|

| 2022|$216,310|—|$216,310|—|—|

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