# Trustees Of Carpenters Benefit Plans Of St. Louis DB Plan
Source: https://planprovider.pro/companies/trustees-of-carpenters-benefit-plans-of-st-louis-431622970-001

> Trustees Of Carpenters Benefit Plans Of St. Louis's DB plan: 11,875 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Carpenters Benefit Plans Of St. Louis

- **Sponsor EIN:** 431622970

- **Sponsor Address:** 1419 HAMPTON AVE, ST. LOUIS, MO, 631393159

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 11,875

- **Total Assets:** $3.4B

## 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|11,875|$3.4B|$154.9M|$0|

| 2023|11,832|$3.3B|$150.1M|$0|

| 2022|11,420|$3.3B|$152.3M|$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|

| MID-AMERICA CARPENTERS REGIONAL BEN|Other Service Provider|$1,685,647|—|$1,685,647|

| MACKAY SHIELDS|Recordkeeper|$843,395|—|$843,395|

| ARISTOTLE CAPITAL MANAGEMENT|Other Service Provider|$678,499|$15,451|$693,950|

| PROLOAN BOND FUND, LLC|Other Service Provider|$651,429|—|$651,429|

| NEUMEIER POMA INV. COUNSEL|Other Service Provider|$637,333|—|$637,333|

| LSV ASSET MANAGEMENT|Other Service Provider|$492,212|—|$492,212|

| DODGE & COX|Other Service Provider|$412,942|—|$412,942|

| BAIRD|Other Service Provider|$398,876|—|$398,876|

| CONGRESS ASSET MANAGEMENT|Other Service Provider|$351,456|$4,796|$356,252|

| DRIEHAUS CAPITAL MANAGEMENT|Other Service Provider|$346,104|—|$346,104|

| MONETARY MANAGEMENT GROUP, INC|Other Service Provider|$329,320|—|$329,320|

| MARQUETTE ASSOCIATES|Other Service Provider|$321,157|—|$321,157|

| PARAMETRIC DEFENSIVE EQUITY FUND|Other Service Provider|$207,747|—|$207,747|

| ARNOLD NEWBOLD SOLLARS|Other Service Provider|$199,685|—|$199,685|

| COMMERCE BANK OF ST. LOUIS TRUST|Other Service Provider|$185,022|$6,158|$191,180|

| CHEIRON INC.|Other Service Provider|$98,398|—|$98,398|

| ANDERS MINKLER HUBER HELM LLP|Auditor|$50,628|—|$50,628|

| BASYS|Other Service Provider|$40,868|—|$40,868|

| ADVERTISERS PRINTING|Other Service Provider|$28,951|—|$28,951|

| BUCK GLOBAL LLC|Other Service Provider|$15,107|—|$15,107|

| INVESCO ADVISERS, INC|Other Service Provider|$14,134|—|$14,134|

| NORTHERN TRUST COLLECTIVE EAFE INDE|Other Service Provider|$12,146|—|$12,146|

| PROXY VOTE PLUS|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [MACKAY SHIELDS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANDERS MINKLER HUBER HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,037,461

- **Estimated Expense Ratio:** 0.236% 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|$11,531,173|$7,507,280|—|$93,038|—|

| 2023|$9,740,436|$5,646,992|—|$121,425|—|

| 2022|$10,804,992|$6,622,491|—|—|$1,276,981|

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