# Wm. A. Straub, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wm-a-straub-inc-401k-plan

> Wm. A. Straub, INC.'s 401(k) plan: 315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wm. A. Straub, INC.

- **Sponsor EIN:** 430619411

- **Sponsor Address:** 8282 FORSYTH BLVD, CLAYTON, MO, 631051626

- **Plan Type:** 401(k)

- **Total Participants:** 315

- **Total Assets:** $8.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|315|$8.2M|$275,104|$371,018|

| 2023|298|$6.8M|$183,401|$360,002|

| 2022|320|$5.3M|$101,094|$303,097|

## 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|

| PRINCIPAL FINANCIAL GROUP|CONTRACT ADMINISTRATOR|$50,737|—|$50,737|

| ARCHFORD CAPITAL STRATEGIES LLC|INVESTMENT ADVISORY|—|$22,766|$22,766|

| ORENDA RETIREMENT LLC|CONTRACT ADMINISTRATOR|$2,250|$3,006|$5,256|

| TRAILBREAKER ACCOUNTING PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,759

- **Estimated Expense Ratio:** 0.965% 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|$52,987|—|$52,987|—|—|

| 2023|$45,897|—|$45,897|—|—|

| 2022|$44,120|$724|$43,396|—|—|

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