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Benchmarking Tricorbraun 401(K) Plan in Saint Louis, MO against all plans

 

Tricorbraun 401(K) Plan in Saint Louis, MO has the 7th-highest professional fees ($60,430) of the 58 Missouri plans. Those $60,430 compare to an average of $23,287 across the 58 plans.

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Peers

better than Veterans United Home Loans 401(K) Plan in Columbia, MO ($492,747), Signature Medical Group, Inc. 401(K) Profit Sharing Plan in Saint Louis, MO ($312,462), I. B. E. W. Local Union No. 124 401(K) Plan in Kansas City, MO ($92,794), and First Bank 401(K) Plan in Creve Couer, MO ($88,175), and 2 others, ending with Electricians' Salary Deferral Plan of Local 1, Ibew- St. Louis Chapter Neca in St. Louis, MO ($62,721).

exceeded Helzberg Diamonds Savings Plan in North Kansas City, MO ($53,625), Lewis Rice Profit Sharing Plan in St. Louis, MO ($45,527), Herschend Family Entertainment Profit Sharing & 401(K) Plan in Branson, MO ($15,860), and MFA 401(K) Plan in Columbia, MO ($15,235), and 47 others, ending with Kansas City Southern 401(K) and Profit Sharing Plan in Kansas City, MO ($0).

References

  1. professional fees. Lower values are better. From Line 2i(1), Schedule H. Includes the total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) by the plan for outside accounting, actuarial, legal, and valuation/appraisal services. Includes fees for the annual audit of the plan by an independent qualified public accountant (IQPA); for payroll audits; for accounting/bookkeeping services; for actuarial services rendered to the plan; and to a lawyer for rendering legal opinions, litigation, and advice (but not for providing legal services as a benefit to plan participants). Reports fees and expenses for corporate trustees and individual plan trustees, including reimbursement of expenses associated with trustees, such as lost time, seminars, travel, meetings, etc. Includes the fee(s) for valuations or appraisals to determine the cost, quality, or value of an item such as real property, personal property (gemstones, coins, etc.), and for valuations of closely held securities for which there is no ready market. Does not include amounts paid to plan employees to perform bookkeeping/accounting functions that should be included in line 2i(4). A missing entry from the Schedule H is here assigned a value of $0. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. in state. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.