Plan Ledger DOL Form 5500 · updated monthly

Burgers Ozark Country Cured Hams, IncProfit-sharing plan

BURGERS EMPLOYEES PROFIT SHARING PLAN AND TRUST · CALIFORNIA, MO · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Burgers Ozark Country Cured Hams, Inc reported $92,263 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $4,401 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 0.26% to 0.30%. 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 447th-largest of 1,393 plans among Missouri employers on file, and the 4,366th of 13,661 in manufacturing. In 2024, the employer put in $2.19 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$31,089,240
Participants with balances391
Active participants265
Employer contributions$1,166,213
Employee contributions$532,152
Employer contribution per active participant$4,401
Average account balance$79,512
Benefits paid to participants$1,667,137
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 391 accts · $1.2M emplr
2023$29.9M · 335 accts · $1.5M emplr
2022$25.8M · 332 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,540
Investment management$81,723
Total administrative$92,263
Employer contributions to the Burgers Ozark Country Cured Hams, Inc plan · 2024
Employer contribution per active participant$4,401
Median for plans this size$2,416
2024$4,401 per active participant
2023$5,205 per active participant
2022$6,098 per active participant

Burgers Ozark Country Cured Hams, Inc's 2024 employer contribution ran above the $2,416 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 · 20244
TIM KERTZ, JOE HARTMAN, ELGIN REES · Investment advisory (plan) · Securities brokerage$81,723
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$2,665
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · 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$92,263 · 0.30%
2023$73,764 · 0.26%
2022$67,650 · 0.26%
Same employer
Similar plansManufacturing · Missouri
Modern Litho, Inc. MO$29.5M · 0.28%
W. W. Wood Products, Inc. MO$29.4M · 0.81%
Havco Wood Products LLC MO$29.0M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440622339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.