Plan Ledger DOL Form 5500 · updated monthly

Cordell & Cordell401(k)

CORDELL & CORDELL 401 (K) PLAN · MARYLAND HEIGHTS, MO · plan year 2022

Reported admin expense ratio · 2022
0.27%

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

Cordell & Cordell reported $103,744 in plan administrative expenses for 2022: 0.27% of average plan assets, above the peer median. Employer contributions averaged $2,307 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 405th-largest of 1,393 plans among Missouri employers on file, and the 3,724th of 11,654 in professional & technical services. In 2022, employees put in $3.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,614,878
Participants with balances802
Active participants529
Employer contributions$1,220,440
Employee contributions$3,886,384
Employer contribution per active participant$2,307
Average account balance$43,161
Benefits paid to participants$5,672,352
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$103,744
Total administrative$103,744
The Cordell & Cordell 401(k) match · 2022
Employer contribution per active participant$2,307
Median for plans this size$2,266

Cordell & Cordell's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$103,744 · 0.27%
Similar plansProfessional & Technical Services · Missouri
Barkley, Inc. MO$47.0M
Evans & Dixon, LLC MO$43.6M · 0.17%
Elessent Clean Technologies MO$42.8M · 0.08%
Williams-Keepers LLC MO$34.1M · 0.35%
Ross & Baruzzini, Inc. MO$32.3M · 0.48%
Savion, LLC MO$32.0M · 0.36%
Pandi Capital LLC MO$31.4M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431644228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.