Plan Ledger DOL Form 5500 · updated monthly

31ST Street Capital401(k)

31ST STREET CAPITAL RETIREMENT PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

31ST Street Capital reported $43,488 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $2,149 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 2 years on file its reported administrative ratio fell from 0.69% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Nebraska (400th of 565), and 2,992nd of 5,215 in retail trade. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,220,098
Participants with balances185
Active participants187
Employer contributions$401,914
Employee contributions$895,146
Employer contribution per active participant$2,149
Average account balance$44,433
Benefits paid to participants$566,206
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 185 accts · $402K emplr
2023$6.4M · 174 accts · $352K emplr
2022$3.4M · 124 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,186
Investment management$21,302
Total administrative$43,488
The 31ST Street Capital 401(k) match · 2024
Employer contribution per active participant$2,149
Median for plans this size$1,313
2024$2,149 per active participant
2023$1,621 per active participant
2022$1,370 per active participant

31ST Street Capital's 2024 employer contribution ran above the $1,313 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 · 20242
RETIREMENT PLAN CONSULTANTS · Recordkeeping$19,186
TRUSTED WEALTH PARTNERS · Investment advisory (participants) · Investment advisory (plan)$18,074

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

Recordkeeper by year2
2024RETIREMENT PLAN CONSULTANTS
2023RETIREMENT PLAN CONSULTANTS

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

Administrative cost history3
2024$43,488 · 0.60%
2023$33,017 · 0.67%
2022$23,237 · 0.69%
Same employer
Similar plansRetail Trade · Nebraska
Spreetail, LLC NE$10.9M · 0.40%
Spreetail, LLC NE$8.6M · 0.50%
Vvs, Inc. NE$8.4M · 0.66%
Duteau Chevrolet Company NE$8.0M · 0.01%
Jelinek Hardware Company NE$7.5M · 0.57%
Huber Chevrolet Co., Inc. NE$7.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833170132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.