Plan Ledger DOL Form 5500 · updated monthly

American Angus Association401(k)

AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN · ST. JOSEPH, MO · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

American Angus Association reported $116,036 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $6,309 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 0.28% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 293rd-largest of 1,393 plans among Missouri employers on file, and the 386th of 3,341 in other services. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,131,394
Participants with balances372
Active participants288
Employer contributions$1,817,030
Employee contributions$1,965,880
Employer contribution per active participant$6,309
Average account balance$150,891
Benefits paid to participants$4,169,165
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.1M · 372 accts · $1.8M emplr
2023$50.0M · 365 accts · $1.8M emplr
2022$42.2M · 357 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,737
Investment management$63,299
Total administrative$116,036
The American Angus Association 401(k) match · 2024
Employer contribution per active participant$6,309
Median for plans this size$3,635
2024$6,309 per active participant
2023$6,128 per active participant
2022$6,047 per active participant

American Angus Association's 2024 employer contribution ran above 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 · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$52,737
UBS FINANCIAL SERVICES · Investment management$63,299

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$116,036 · 0.22%
2023$90,756 · 0.20%
2022$130,288 · 0.28%
Same employer
Similar plansOther Services · Missouri
Ctos, LLC MO$128.7M · 0.26%
Cogent, Inc. MO$115.4M
Cca Global Partners, Inc. MO$66.0M · 0.16%
U.S. Tool Grinding, Inc. MO$34.1M · 0.52%
Clean Uniform Company MO$31.2M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440605539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.