Plan Ledger DOL Form 5500 · updated monthly

Conference Technologies, Inc.401(k)

CONFERENCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST · MARYLAND HEIGHTS, MO · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Conference Technologies, Inc. reported $199,814 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,495 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 3 years on file its reported administrative ratio has held roughly steady near 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 372nd-largest of 1,393 plans among Missouri employers on file, and the 622nd of 2,199 in information & media. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 491 to 881 since 2022.

Plan summary
Net assets, end of year$40,574,182
Participants with balances938
Active participants881
Employer contributions$2,198,115
Employee contributions$4,197,197
Employer contribution per active participant$2,495
Average account balance$43,256
Benefits paid to participants$2,592,941
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.6M · 938 accts · $2.2M emplr
2023$29.9M · 713 accts · $1.5M emplr
2022$21.7M · 575 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$199,814
Total administrative$199,814
The Conference Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$2,495
Median for plans this size$2,416
2024$2,495 per active participant
2023$2,188 per active participant
2022$2,330 per active participant

Conference Technologies, Inc.'s 2024 employer contribution ran above 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$182,604
ORENDA RETIREMENT LLC · Contract administrator · Other services$17,250
SBHU LIFE AGENCY · Other servicesindirect comp
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MGMT LLC · Investment advisory (participants)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$199,814 · 0.57%
2023$143,075 · 0.56%
2022$121,390 · 0.55%
Same employer
Similar plansInformation & Media · Missouri
News-Press & Gazette Company MO$104.4M · 0.26%
Tierpoint, LLC MO$82.9M · 0.38%
Local Union No. 4, Ibew MO$55.5M · 0.25%
Swank Motion Pictures, Inc. MO$33.2M · 0.40%
Connectria, LLC MO$21.2M · 0.31%
Unite Private Networks, LLC MO$19.7M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431501713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.