Plan Ledger DOL Form 5500 · updated monthly

Allgeier, Martin & Associates, Inc.401(k)

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN · JOPLIN, MO · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Allgeier, Martin & Associates, Inc. reported $10,494 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,649 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 0.018%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 280th-largest of 1,393 plans among Missouri employers on file, and the 2,302nd of 11,654 in professional & technical services. In 2024, the employer put in $1.73 for every $1.00 employees contributed themselves; active participation has grown from 133 to 147 since 2022.

Plan summary
Net assets, end of year$61,809,098
Participants with balances161
Active participants147
Employer contributions$2,006,349
Employee contributions$1,156,430
Employer contribution per active participant$13,649
Average account balance$383,907
Benefits paid to participants$5,943,504
Plan auditUnmodified (clean) audit opinion
AuditorELLIOTT, ROBINSON & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$61.8M · 161 accts · $2.0M emplr
2023$56.5M · 152 accts · $1.9M emplr
2022$45.9M · 145 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,494
Total administrative$10,494
The Allgeier, Martin & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$13,649
Median for plans this size$3,635
2024$13,649 per active participant
2023$14,331 per active participant
2022$14,110 per active participant

Allgeier, Martin & Associates, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
EKON BENEFITS · Recordkeeping · Loan processing$10,494

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

Recordkeeper by year2
2024EKON BENEFITS
2023EKON BENEFITS

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

Administrative cost history3
2024$10,494 · 0.02%
2023$9,036 · 0.02%
2022$9,176 · 0.02%
All plans at this employer2
ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN401(k)
ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 431146318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.