Plan Ledger DOL Form 5500 · updated monthly

Andrews McMeel Universal401(k)

ANDREWS MCMEEL UNIVERSAL PROFIT SHARING AND 401(K) PLAN · KANSAS CITY, MO · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

Andrews McMeel Universal reported $7,830 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,321 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 fell from 0.03% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 281st-largest of 1,393 plans among Missouri employers on file, and the 2,349th of 11,654 in professional & technical services. In 2025, employees put in $4.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,832,838
Participants with balances252
Active participants191
Employer contributions$443,307
Employee contributions$2,085,595
Employer contribution per active participant$2,321
Average account balance$241,400
Benefits paid to participants$4,120,756
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$60.8M · 252 accts · $443K emplr
2024$53.2M · 266 accts · $476K emplr
2023$47.0M · 263 accts · $480K emplr
2022$36.5M · 264 accts · $414K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$7,830
Total administrative$7,830
The Andrews McMeel Universal 401(k) match · 2025
Employer contribution per active participant$2,321
Median for plans this size$4,093
2025$2,321 per active participant
2024$2,324 per active participant
2023$2,351 per active participant
2022$1,983 per active participant

Andrews McMeel Universal's 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,830

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

Administrative cost history4
2025$7,830 · 0.01%
2024$11,212 · 0.02%
2023$8,999 · 0.02%
2022$10,843 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Missouri
Gilmore & Bell, P.C. MO$72.5M · 0.17%
Intervision Systems, LLC MO$70.7M · 0.39%
Eiif Management USA, Inc. MO$66.1M · 0.29%
Rose International, Inc. MO$56.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132653314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.