Plan Ledger DOL Form 5500 · updated monthly

Casco Diversified Corporation401(k)

CASCO 401(K) PROFIT SHARING PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Casco Diversified Corporation reported $55,838 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,328 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 0.19% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 469th-largest of 1,393 plans among Missouri employers on file, and the 4,306th of 11,654 in professional & technical services. In 2024, employees put in $2.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,786,977
Participants with balances186
Active participants153
Employer contributions$356,213
Employee contributions$1,000,060
Employer contribution per active participant$2,328
Average account balance$154,769
Benefits paid to participants$2,273,401
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.8M · 186 accts · $356K emplr
2023$25.8M · 176 accts · $332K emplr
2022$24.1M · 176 accts · $286K emplr
Administrative expenses, itemized · 2024
Investment management$55,838
Total administrative$55,838
The Casco Diversified Corporation 401(k) match · 2024
Employer contribution per active participant$2,328
Median for plans this size$2,416
2024$2,328 per active participant
2023$2,408 per active participant
2022$2,039 per active participant

Casco Diversified Corporation's 2024 employer contribution ran below 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
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$53,169
EMPOWER ADVISORY GROUP, LLC · Investment management$2,669

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$55,838 · 0.20%
2023$51,540 · 0.21%
2022$55,033 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Missouri
Savion, LLC MO$32.0M · 0.36%
Pandi Capital LLC MO$31.4M · 0.65%
Multistudio, Inc. MO$30.4M · 0.58%
Huber & Associates, Inc. MO$28.4M · 0.28%
Navvis & Company MO$27.4M · 0.42%
Conexon, LLC MO$27.2M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431198532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.