Plan Ledger DOL Form 5500 · updated monthly

Concord Publishing House, Inc.401(k)

CONCORD PUBLISHING HOUSE, INC. 401(K) RETIREMENT PLAN · CAPE GIRARDEAU, MO · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Concord Publishing House, Inc. reported $1,059 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.013% to 0.012%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Missouri (943rd of 1,393), and 1,649th of 2,199 in information & media.

Plan summary
Net assets, end of year$7,902,647
Participants with balances130
Active participants224
Employer contributions$0
Employee contributions$165,984
Employer contribution per active participant$0
Average account balance$60,790
Benefits paid to participants$494,962
Plan auditUnmodified (clean) audit opinion
AuditorHENDERSON HUTCHERSON & MCCULLOUGH P
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 110 accts
2023$7.9M · 130 accts
2022$7.3M · 141 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,059
Total administrative$1,059
The Concord Publishing House, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Concord Publishing House, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,059
MORGAN STANLEY SMITH BARNEYindirect 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$934 · 0.01%
2023$1,059 · 0.01%
2022$1,175 · 0.01%
Same employer
Similar plansInformation & Media · Missouri
Payit, LLC MO$13.6M · 0.10%
Stratus Midco, Inc. MO$9.5M · 0.42%
Drivecentric Inc. MO$5.4M · 0.41%
Ai Software, LLC MO$5.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430894931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.