Plan Ledger DOL Form 5500 · updated monthly

Clementina-Clemco Holdings, Inc.401(k)

CLEMENTINA-CLEMCO GROUP 401(K) PROFIT SHARING PLAN & TRUST · WASHINGTON, MO · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Clementina-Clemco Holdings, Inc. reported $58,047 in plan administrative expenses for 2023: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,681 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 0.50% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 655th-largest of 1,393 plans among Missouri employers on file, and the 752nd of 2,096 in real estate & leasing. In 2023, employees put in $3.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,462,989
Participants with balances163
Active participants136
Employer contributions$228,625
Employee contributions$793,138
Employer contribution per active participant$1,681
Average account balance$107,135
Benefits paid to participants$1,461,522
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 152 accts · $260K emplr
2023$17.5M · 163 accts · $229K emplr
2022$15.2M · 168 accts · $220K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,047
Investment management$35,000
Total administrative$58,047
The Clementina-Clemco Holdings, Inc. 401(k) match · 2023
Employer contribution per active participant$1,681
Median for plans this size$2,440
2024$1,928 per active participant
2023$1,681 per active participant
2022$1,549 per active participant

Clementina-Clemco Holdings, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$23,047
MONETA GROUP INVESTMENT ADVISORSLLC · Investment management$35,000

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$72,769 · 0.43%
2023$58,047 · 0.36%
2022$91,901 · 0.50%
Same employer
Similar plansReal Estate & Leasing · Missouri
Bear Holdings, LLC MO$25.4M · 0.21%
The Love Companies MO$18.6M · 1.17%
Sansone Group, LLC MO$13.5M · 0.50%
Maxus Properties, LLC MO$11.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943256223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.