Plan Snapshot
- Plan Sponsor: Vacation Fund Of Engineers Local 513 Of Operating Engineers
- Sponsor EIN: 466196259
- Sponsor Address: 3449 HOLLENBERG DRIVE, BRIDGETON, MO, 63044
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,474
- Total Assets: $5.0M
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. |
|---|---|---|---|---|
| 2024 | 3,474 | $5.0M | $0 | $14.6M |
| 2023 | 3,359 | $4.3M | $0 | $13.4M |
| 2022 | 3,957 | $4.1M | $0 | $13.0M |
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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $37,112 | — | $37,112 |
| ANDERS MINKLER HUBER HELM LLP | Auditor | $12,600 | — | $12,600 |
| LOCAL 513 | Other Service Provider | $11,040 | — | $11,040 |
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: $60,752
- Estimated Expense Ratio: 1.217% 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 | $94,650 | $33,540 | — | $12,600 | — |
| 2023 | $104,717 | $33,540 | — | $13,715 | — |
| 2022 | $100,842 | — | $38,303 | — | $30,211 |