Plan Ledger DOL Form 5500 · updated monthly

Bootheel Counseling Services, Inc.401(k)

BOOTHEEL COUNSELING SERVICES RETIREMENT PLAN · SIKESTON, MO · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Bootheel Counseling Services, Inc. reported $24,106 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $728 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 0.81% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,038th of 1,393), and 7,400th of 11,911 in health care & social assistance. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has grown from 124 to 144 since 2022.

Plan summary
Net assets, end of year$5,920,799
Participants with balances155
Active participants144
Employer contributions$104,840
Employee contributions$360,242
Employer contribution per active participant$728
Average account balance$38,199
Benefits paid to participants$353,095
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 155 accts · $105K emplr
2023$5.3M · 161 accts · $279K emplr
2022$4.3M · 160 accts · $270K emplr
Administrative expenses, itemized · 2024
Investment management$24,106
Total administrative$24,106
The Bootheel Counseling Services, Inc. 401(k) match · 2024
Employer contribution per active participant$728
Median for plans this size$1,313
2024$728 per active participant
2023$2,116 per active participant
2022$2,177 per active participant

Bootheel Counseling Services, Inc.'s 2024 employer contribution ran below 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 · 20243
BENEFIT PLANS PLUS · Recordkeeping$2,775
STADION MONEY MANAGEMENT · Investment advisory (participants)$17,427
LINCOLN NATIONAL CORPORATION · Contract administrator$3,904

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

Recordkeeper by year2
2024BENEFIT PLANS PLUS
2023BENEFIT PLANS PLUS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,106 · 0.43%
2023$29,996 · 0.63%
2022$31,480 · 0.81%
Similar plansHealth Care & Social Assistance · Missouri
Adapt of America, Inc. MO$6.5M · 0.64%
The Gatesworth MO$6.0M · 0.74%
Axes Physical Therapy MO$6.0M · 0.70%
Phoenix Home Care, Inc. MO$5.0M · 1.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431067515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.