Plan Snapshot
- Plan Sponsor: Trustees Of The Greater St. Louis Service Employees Pension Trust
- Sponsor EIN: 770691884
- Sponsor Address: 2725 CLIFTON AVE., SAINT LOUIS, MO, 63139
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 344 | $7.6M | $361,510 | $293,862 |
| 2023 | 348 | $6.7M | $324,606 | $313,828 |
| 2022 | 406 | $5.6M | $350,520 | $346,252 |
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 MINKER HUBER & HELM LLP | Auditor | $17,600 | — | $17,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKER HUBER & HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,600
- Estimated Expense Ratio: 0.233% 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 | $62,049 | — | $37,041 | $17,600 | — |
| 2023 | $61,357 | — | $34,314 | $15,675 | — |
| 2022 | $60,637 | — | — | — | $60,637 |