Plan Ledger DOL Form 5500 · updated monthly

Connectria, LLC401(k)

CONNECTRIA 401(K) PLAN · ST. LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

Connectria, LLC reported $63,895 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,443 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 0.26% to 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is the 577th-largest of 1,393 plans among Missouri employers on file, and the 996th of 2,199 in information & media. In 2023, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,212,707
Participants with balances250
Active participants191
Employer contributions$466,601
Employee contributions$1,206,106
Employer contribution per active participant$2,443
Average account balance$84,851
Benefits paid to participants$3,195,356
Plan auditUnmodified (clean) audit opinion
AuditorABELES AND HOFFMAN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$250 · $516K emplr
2023$21.2M · 250 accts · $467K emplr
2022$19.4M · 263 accts · $637K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,234
Investment management$28,000
Trustee / custodial$5,661
Total administrative$63,895
The Connectria, LLC 401(k) match · 2023
Employer contribution per active participant$2,443
Median for plans this size$2,440
2023$2,443 per active participant
2022$3,520 per active participant

Connectria, LLC's 2023 employer contribution ran above 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
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$30,234
FIDUCIARY ADVISORS, INC. · Investment advisory (plan)$28,000
NEWPORT TRUST COMPANY · Trustee · Trustee (discretionary)$5,661

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$78,502 · 0.74%
2023$63,895 · 0.31%
2022$59,382 · 0.26%
Same employer
Similar plansInformation & Media · Missouri
Local Union No. 4, Ibew MO$55.5M · 0.25%
Swank Motion Pictures, Inc. MO$33.2M · 0.40%
Unite Private Networks, LLC MO$19.7M · 0.64%
Payit, LLC MO$13.6M · 0.10%
Stratus Midco, Inc. MO$9.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431757463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.