Plan Ledger DOL Form 5500 · updated monthly

Burd & Fletcher Company401(k)

BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN · INDEPENDENCE, MO · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Burd & Fletcher Company reported $91,687 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $452 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 rose from 0.35% to 0.38%. 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 517th-largest of 1,393 plans among Missouri employers on file, and the 5,089th of 13,661 in manufacturing. In 2024, employees put in $5.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,215,425
Participants with balances257
Active participants429
Employer contributions$193,969
Employee contributions$991,044
Employer contribution per active participant$452
Average account balance$98,114
Benefits paid to participants$2,357,830
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 257 accts · $194K emplr
2023$22.9M · 251 accts · $227K emplr
2022$19.9M · 240 accts · $205K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,714
Investment management$71,973
Total administrative$91,687
The Burd & Fletcher Company 401(k) match · 2024
Employer contribution per active participant$452
Median for plans this size$2,416
2024$452 per active participant
2023$580 per active participant
2022$499 per active participant

Burd & Fletcher Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20246
THE HAYS FINANCIAL GROUP LLC · Investment advisory (plan)$36,493
DEMARS PENSION CONSULTING INC · Contract administrator$20,247
BKD LLP · Accounting / audit$16,800
PICKETT, CHANEY & MCMULLEN LLP · Accounting / audit$13,200
CWM LLC$5,480

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$91,687 · 0.38%
2023$40,237 · 0.19%
2022$74,308 · 0.35%
Same employer
Similar plansManufacturing · Missouri
Window Technology, Inc. MO$26.8M · 0.01%
Supplylogic, LLC dba Slwm MO$26.3M · 0.38%
Centurion Investments, Inc. MO$24.5M · 0.37%
Duvel Moortgat USA, LTD MO$24.3M · 0.27%
C.A.P.S. Inc. MO$24.1M · 0.05%
Koller Enterprises, Inc. MO$23.6M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440186540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.