Plan Snapshot
- Plan Sponsor: Urban League Of Metropolitan St. Louis
- Sponsor EIN: 430653605
- Sponsor Address: 1408 N. KINGSHIGHWAY, ST. LOUIS, MO, 63113
- Plan Type: DB
- Total Participants: 41
- Total Assets: $21.5M
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 | 41 | $21.5M | $0 | $0 |
| 2023 | 46 | $20.1M | $492,351 | $0 |
| 2022 | 51 | $17.7M | $348,252 | $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 |
|---|---|---|---|---|
| US BANK | Custodian / Trustee | $106,997 | — | $106,997 |
| AON CONSULTING | Actuary | $33,657 | — | $33,657 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,654
- Estimated Expense Ratio: 0.653% 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 | $140,432 | — | — | — | — |
| 2023 | $149,700 | — | — | — | — |
| 2022 | $135,896 | — | — | — | $135,896 |