Plan Ledger DOL Form 5500 · updated monthly

Ansira Partners II, LLC401(k)

ANSIRA PARTNERS, INC. 401(K) PLAN · ST. LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

Ansira Partners II, LLC reported $257,457 in plan administrative expenses for 2023: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,383 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 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 227th-largest of 1,393 plans among Missouri employers on file, and the 1,806th of 11,654 in professional & technical services. In 2023, employees put in $3.08 for every $1.00 the employer contributed; active participation has shrunk from 1,019 to 864 since 2022.

Plan summary
Net assets, end of year$80,910,191
Participants with balances1,327
Active participants864
Employer contributions$2,059,308
Employee contributions$6,348,555
Employer contribution per active participant$2,383
Average account balance$60,972
Benefits paid to participants$8,311,048
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.7M · 1,097 accts · $1.5M emplr
2023$80.9M · 1,327 accts · $2.1M emplr
2022$66.8M · 1,449 accts · $2.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$117,626
Investment management$139,831
Total administrative$257,457
The Ansira Partners II, LLC 401(k) match · 2023
Employer contribution per active participant$2,383
Median for plans this size$3,659
2024$2,821 per active participant
2023$2,383 per active participant
2022$2,082 per active participant

Ansira Partners II, LLC's 2023 employer contribution ran below the $3,659 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.

Service providers · 20233
CREATIVE PLANNING LLC · Investment advisory (plan)$85,000
EMPOWER ADVISORY GROUP, LLC · Investment management$54,831

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

Administrative cost history3
2024$306,937 · 0.39%
2023$257,457 · 0.35%
2022$293,973 · 0.40%
Same employer
Similar plansProfessional & Technical Services · Missouri
Populous Group, LLC MO$94.9M · 0.18%
Ncm Associates, Inc. MO$86.3M · 0.10%
Brown & James, P.C. MO$73.4M · 0.13%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432091232 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.