Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of St. Louis Kansas City Carpenters Regional AnnuitProfit-sharing plan

ST. LOUIS-KANSAS CITY CARPENTERS REGIONAL ANNUITY · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
1.08%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit reported $1,292,701 in plan administrative expenses for 2024: 1.08% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,088 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 1.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 148th-largest of 1,393 plans among Missouri employers on file, and the 773rd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$140,809,770
Participants with balances27,804
Active participants16,999
Employer contributions$35,495,982
Employee contributions—
Employer contribution per active participant$2,088
Average account balance$5,064
Benefits paid to participants$2,034,768
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER HELM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$140.8M · 27,804 accts · $35.5M emplr
2023$98.7M · 25,719 accts · $26.8M emplr
2022$66.0M · 23,861 accts · $22.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,423
Investment management$198,965
Audit (IQPA)$47,538
Trustee / custodial$33,230
Total administrative$1,292,701
Employer contributions to the Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit plan · 2024
Employer contribution per active participant$2,088
Median for plans this size$3,635
2024$2,088 per active participant
2023$1,570 per active participant
2022$1,320 per active participant

Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20249
BASYS, LLC · Recordkeeping$11,245
MID AMERICA CARPENTERS REGIONAL BEN · Contract administrator$855,270
COMMERCE BANK · Custodial (securities) · Investment management$122,525
ADVERTISING PRINTING CO.$37,621
ANDERS MINKLER HUBER & HELM LLP · Accounting / audit$28,490
ARNOLD, NEWBOLD, SOLLARS & HOLLINS, · Legal$23,298
CHARLES L. CRANE AGENCY · Insurance services$10,523
ST. LOUIS PRE-SORT INC.$6,725
MARQUETTE ASSOCIATES$50,307

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024BASYS, LLC
2023BASYS, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,292,701 · 1.08%
2023$758,821 · 0.92%
2022$607,068 · 1.11%
Similar plansFinance & Insurance · Missouri
First Bank MO$191.9M · 0.01%
Lumeris Healthcare Outcomes MO$165.6M · 0.12%
Moneta Group LLC MO$144.0M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 371942230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.