Plan Ledger DOL Form 5500 · updated monthly

Bauer Equity Partners401(k)

BAUER EQUITY PARTNERS 401(K) PLAN · SAINT LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Bauer Equity Partners reported $17,296 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $2,566 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 0.65% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Missouri (1,145th of 1,393), and 694th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 136 to 161 since 2022.

Plan summary
Net assets, end of year$3,874,704
Participants with balances176
Active participants161
Employer contributions$413,149
Employee contributions$639,851
Employer contribution per active participant$2,566
Average account balance$22,015
Benefits paid to participants$452,749
Plan auditUnmodified (clean) audit opinion
AuditorMAHER & COMPANY PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 176 accts · $413K emplr
2023$2.9M · 161 accts · $373K emplr
2022$1.8M · 145 accts · $313K emplr
The Bauer Equity Partners 401(k) match · 2024
Employer contribution per active participant$2,566
Median for plans this size$1,313
2024$2,566 per active participant
2023$2,721 per active participant
2022$2,302 per active participant

Bauer Equity Partners's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$17,296
JP MORGAN FUNDS · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
JANUS FUNDS · Investment managementindirect comp
ALL SPRING GLOBAL · Investment managementindirect comp
PRUDENTIAL FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$17,296 · 0.51%
2023$13,812 · 0.59%
2022$10,771 · 0.65%
Same employer
Similar plansAgriculture, Forestry & Fishing · Missouri
Dca Outdoor, Inc. MO$7.4M · 0.91%
Rosehill Gardens Inc MO$4.1M · 0.73%
Skymark Buyers Corp. MO$3.7M · 0.55%
McClain Farms, Inc. MO$1.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264809716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.