Plan Ledger DOL Form 5500 · updated monthly

Bull Moose Tube Company401(k)

CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN · CHESTERFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Bull Moose Tube Company reported $57,975 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $3,845 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 0.18% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 389th-largest of 1,393 plans among Missouri employers on file, and the 3,827th of 13,661 in manufacturing. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 213 to 293 since 2022.

Plan summary
Net assets, end of year$37,961,421
Participants with balances416
Active participants293
Employer contributions$1,126,596
Employee contributions$1,965,831
Employer contribution per active participant$3,845
Average account balance$91,253
Benefits paid to participants$2,659,574
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.0M · 416 accts · $1.1M emplr
2023$32.6M · 382 accts · $1.0M emplr
2022$28.9M · 316 accts · $862K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,537
Investment management$10,438
Total administrative$57,975
The Bull Moose Tube Company 401(k) match · 2024
Employer contribution per active participant$3,845
Median for plans this size$2,416
2024$3,845 per active participant
2023$3,479 per active participant
2022$4,046 per active participant

Bull Moose Tube Company's 2024 employer contribution ran above the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,535
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,438

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$57,975 · 0.16%
2023$49,913 · 0.16%
2022$59,336 · 0.18%
Similar plansManufacturing · Missouri
Proenergy Service LLC MO$39.3M · 0.38%
Essex Industries, Inc. MO$38.5M · 0.13%
Patriot Machine Inc. MO$36.2M · 0.18%
H.E. Williams, Inc. MO$35.6M · 0.28%
Manna Pro Products, LLC MO$33.1M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431518352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.