Plan Snapshot
- Plan Sponsor: Trustees Of Carpenters Benefit Plans Of St. Louis
- Sponsor EIN: 431622970
- Sponsor Address: 1419 HAMPTON AVENUE, ST. LOUIS, MO, 63139
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 15,525
- Total Assets: $29.4M
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 | 15,525 | $29.4M | $0 | $22.8M |
| 2023 | 14,627 | $27.8M | $0 | $21.5M |
| 2022 | 11,929 | $27.8M | $0 | $44.0M |
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 |
|---|---|---|---|---|
| COMMERCE BANK | Other Service Provider | $35,540 | $839 | $36,379 |
| MID-AMERICA CARPENTERS REGIONAL BEN | Other Service Provider | $30,135 | — | $30,135 |
| ANDERS MINKLER HUBER HELM | Auditor | $25,450 | — | $25,450 |
| ARNOLD, NEWBOLD, SOLLARS, & HOLLINS | Other Service Provider | $20,305 | — | $20,305 |
| MID-AMERICA CARPENTERS REGIONAL COU | Other Service Provider | $5,882 | — | $5,882 |
| ADVERTISORS PRINTING CO | Other Service Provider | $5,221 | — | $5,221 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,372
- Estimated Expense Ratio: 0.420% 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 | $303,984 | — | — | $34,802 | — |
| 2023 | $264,739 | — | — | $44,200 | — |
| 2022 | $310,654 | $71,479 | — | — | $86,445 |