Plan Ledger DOL Form 5500 · updated monthly

Clarkson Eyecare, Inc.401(k)

EYECARE PARTNERS 401(K) PLAN · BALLWIN, MO · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Clarkson Eyecare, Inc. reported $668,588 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,251 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 0.24% to 0.14%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 59th-largest of 1,393 plans among Missouri employers on file, and the 115th of 5,215 in retail trade. In 2024, employees put in $3.29 for every $1.00 the employer contributed; active participation has grown from 6,287 to 7,775 since 2022.

Plan summary
Net assets, end of year$511,778,833
Participants with balances6,289
Active participants7,775
Employer contributions$9,729,339
Employee contributions$32,006,817
Employer contribution per active participant$1,251
Average account balance$81,377
Benefits paid to participants$46,691,007
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$511.8M · 6,289 accts · $9.7M emplr
2023$454.9M · 6,363 accts · $9.5M emplr
2022$243.9M · 4,702 accts · $7.4M emplr
The Clarkson Eyecare, Inc. 401(k) match · 2024
Employer contribution per active participant$1,251
Median for plans this size$4,294
2024$1,251 per active participant
2023$1,208 per active participant
2022$1,174 per active participant

Clarkson Eyecare, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20245
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$510,781
AI CAPITAL MANAGEMENT LLC$182,588
CREATIVE PLANNING · Consulting$140,660
PLANTE & MORAN PLLC · Consulting$17,500
ARMANINO LLP · Consulting$15,547

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$668,588 · 0.14%
2023$605,643 · 0.17%
2022$521,289 · 0.24%
Same employer
Similar plansRetail Trade · Missouri
O'Reilly Automotive, Inc. MO$1.9B · 0.18%
Great Outdoors Group, LLC MO$608.3M · 0.25%
Caleres, Inc. MO$275.8M · 0.03%
Ferrell Companies,Inc MO$251.8M · 0.18%
John Fabick Tractor Company MO$181.2M · 0.04%
Schnuck Markets, Inc. MO$150.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431213749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.