Plan Snapshot
- Plan Sponsor: Trustees-United Automotive Association Pension Plan
- Sponsor EIN: 431148320
- Sponsor Address: 502 EARTH CITY EXPRESSWAY, SUITE 20, EARTH CITY, MO, 630451315
- Plan Type: DC
- Total Participants: 11
- Total Assets: $6.0M
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 | $6.0M | $0 | $0 |
| 2024 | 5 | $6.1M | $0 | $0 |
| 2023 | 12 | $6.4M | $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 | $33,000 | — | $33,000 |
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: $33,000
- Estimated Expense Ratio: 0.554% 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 | $116,565 | $13,355 | $49,500 | $33,000 | — |
| 2024 | $148,045 | $30,212 | $48,261 | — | — |
| 2023 | $167,789 | $34,433 | $49,172 | — | $73,289 |