# Trustees 401(k) Plan
Source: https://planprovider.pro/companies/trustees-237099221-501

> Trustees's 401(k) plan: 1,588 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees

- **Sponsor EIN:** 237099221

- **Sponsor Address:** 13801 RIVERPORT DRIVE, STE 501, MARYLAND HEIGHTS, MO, 63043

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

- **Plan Number:** 501

- **Total Participants:** 1,588

- **Total Assets:** $93.5M

## 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|1,588|$93.5M|$26.0M|$2.1M|

| 2023|1,588|$87.4M|$23.3M|$2.1M|

| 2022|1,388|$79.9M|$21.8M|$2.1M|

## 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|

| BENESYS|Other Service Provider|$599,006|—|$599,006|

| SEGAL|Other Service Provider|$109,404|—|$109,404|

| HARTNET GLADNEY HETTERMAN LLC|Other Service Provider|$65,717|—|$65,717|

| AMERICAN REALTY ADVISORS|Other Service Provider|$62,074|—|$62,074|

| NATIONAL COOPERATIVE RX|Other Service Provider|$45,673|—|$45,673|

| MARQUETTE ASSOCIATES|Other Service Provider|$30,000|—|$30,000|

| COMMERCE BANK|Other Service Provider|$18,789|—|$18,789|

| GRABEL SCHNIEDERS HOLLMAN & CO|Other Service Provider|$18,711|—|$18,711|

| AFLCIO HOUSING INVESTMENT TRUST|Other Service Provider|$13,498|—|$13,498|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $962,872

- **Estimated Expense Ratio:** 1.030% 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|$1,695,581|$76,721|$514,960|$15,805|—|

| 2023|$1,596,903|$82,101|$514,964|$27,344|—|

| 2022|$1,594,681|$103,654|$530,110|—|$67,331|

## Similar Plans

- [Painters District Council No. 3 Pension Fund](https://planprovider.pro/companies/painters-district-council-no-3-pension-fund-plan-001-8242-1333414839) — 656 participants

- [Painters District Council No. 3 Pension Fund](https://planprovider.pro/companies/painters-district-council-no-3-pension-fund-plan-001-8242-1330756185) — 654 participants

- [Jay Henges Enterprises, INC.](https://planprovider.pro/companies/jay-henges-enterprises-inc-430916729-502) — 219 participants

- [Joint Board Of Trustees Of Ceramic Tile & Marble Masons Union 18 Of Mo](https://planprovider.pro/companies/joint-board-of-trustees-of-ceramic-tile-marble-masons-union-18-of-mo-430913672-001) — 181 participants

- [Schloegel Remodel & Design, LLC](https://planprovider.pro/companies/schloegel-remodel-design-llc-401k-plan) — 56 participants

- [A & A Contracting, INC.](https://planprovider.pro/companies/a-a-contracting-inc-401k-plan) — 48 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-237099221-501)

© 2026 PlanProvider.Pro