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
- 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. |
|---|---|---|---|---|
| 2025 | 11,875 | $3.4B | $0 | $0 |
| 2024 | 11,832 | $3.3B | $0 | $0 |
| 2023 | 11,420 | $3.3B | $0 | $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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER HELM LLP | Auditor | $93,038 | — | $93,038 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,038
- Estimated Expense Ratio: 0.003% 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 |
|---|---|---|---|---|---|
| 2025 | $11,531,173 | $7,507,280 | — | $93,038 | — |
| 2024 | $9,740,436 | $5,646,992 | — | $121,425 | — |
| 2023 | $10,804,992 | $6,622,491 | — | — | $1,276,981 |