Plan Ledger DOL Form 5500 · updated monthly

Battery Outfitters Inc401(k)

BATTERY OUTFITTERS INC 401(K) PROFIT SHARING PLAN & TRUST · GOLDEN, MO · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Battery Outfitters Inc reported $27,879 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,883 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Missouri (1,117th of 1,393), and 3,954th of 5,215 in retail trade. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,347,051
Participants with balances141
Active participants112
Employer contributions$210,870
Employee contributions$333,444
Employer contribution per active participant$1,883
Average account balance$30,830
Benefits paid to participants$161,121
Plan auditUnmodified (clean) audit opinion
AuditorKPM CPAS, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,346
Investment management$19,533
Total administrative$27,879
The Battery Outfitters Inc 401(k) match · 2024
Employer contribution per active participant$1,883
Median for plans this size$1,313

Battery Outfitters Inc's 2024 employer contribution ran above the $1,313 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
PAYCHEX, INC. · Recordkeeping$8,347
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan)$19,250

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

Administrative cost history1
2024$27,879 · 0.72%
Same employer
Similar plansRetail Trade · Missouri
Vintage Stock MO$5.0M · 1.15%
Weekends Only, Inc. MO$4.0M · 0.77%
Fenton Auto Sales MO$3.7M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431411668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.