Plan Ledger DOL Form 5500 · updated monthly

Ancap Management, Inc.401(k)

ANCAP MANAGEMENT, INC. 401K PLAN · CAPE GIRARDEAU, MO · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Ancap Management, Inc. reported $7,417 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,306 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 1 year on file its reported administrative ratio fell from 0.082% to 0.075%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Missouri (839th of 1,393), and the 2,595th of 5,215 in retail trade. In 2023, employees put in $3.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,178,799
Participants with balances98
Active participants121
Employer contributions$157,985
Employee contributions$533,762
Employer contribution per active participant$1,306
Average account balance$103,865
Benefits paid to participants$1,480,667
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$10.2M · 98 accts · $158K emplr
2022$9.5M · 110 accts · $155K emplr
The Ancap Management, Inc. 401(k) match · 2023
Employer contribution per active participant$1,306
Median for plans this size$1,308
2023$1,306 per active participant
2022$1,242 per active participant

Ancap Management, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$7,417 · 0.08%
2022$8,435 · 0.08%
Similar plansRetail Trade · Missouri
McMahon Ford Company MO$10.5M · 0.34%
Frank Leta Holding Co. MO$10.4M · 0.20%
Sarann Auto Leasing, Inc. MO$9.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431426103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.