Plan Ledger DOL Form 5500 · updated monthly

Benjamin F. Edwards & Co., Inc.401(k)

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN · SAINT LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Benjamin F. Edwards & Co., Inc. reported $205,715 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $7,289 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 0.21% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 156th-largest of 1,393 plans among Missouri employers on file, and the 837th of 4,798 in finance & insurance. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$125,637,837
Participants with balances763
Active participants739
Employer contributions$5,386,439
Employee contributions$9,478,163
Employer contribution per active participant$7,289
Average account balance$164,663
Benefits paid to participants$8,740,236
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$125.6M · 763 accts · $5.4M emplr
2023$97.4M · 730 accts · $5.6M emplr
2022$73.9M · 713 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$205,715
Total administrative$205,715
The Benjamin F. Edwards & Co., Inc. 401(k) match · 2024
Employer contribution per active participant$7,289
Median for plans this size$3,635
2024$7,289 per active participant
2023$7,932 per active participant
2022$2,960 per active participant

Benjamin F. Edwards & Co., Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$205,715
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp

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$205,715 · 0.18%
2023$169,233 · 0.20%
2022$159,136 · 0.21%
Similar plansFinance & Insurance · Missouri
First Bank MO$191.9M · 0.01%
Lumeris Healthcare Outcomes MO$165.6M · 0.12%
Moneta Group LLC MO$144.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263472087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.