Plan Ledger DOL Form 5500 · updated monthly

Country Club Bank401(k)

CCB 401(K) RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Country Club Bank reported $138,865 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $3,109 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 0.18% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 237th-largest of 1,393 plans among Missouri employers on file, and the 1,223rd of 4,798 in finance & insurance. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,150,469
Participants with balances500
Active participants424
Employer contributions$1,318,171
Employee contributions$3,176,873
Employer contribution per active participant$3,109
Average account balance$152,301
Benefits paid to participants$11,573,349
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.2M · 500 accts · $1.3M emplr
2023$73.3M · 492 accts · $1.3M emplr
2022$65.2M · 500 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,907
Investment management$62,828
Total administrative$138,865
The Country Club Bank 401(k) match · 2024
Employer contribution per active participant$3,109
Median for plans this size$3,635
2024$3,109 per active participant
2023$3,242 per active participant
2022$2,924 per active participant

Country Club Bank's 2024 employer contribution ran below the $3,635 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
INTELLICENTS INVESTMENT SOLUTIONS I · Investment advisory (plan)$62,828
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$80

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$138,865 · 0.19%
2023$127,366 · 0.18%
2022$121,933 · 0.18%
Same employer
Similar plansFinance & Insurance · Missouri
Eps Nass Parent, Inc. MO$76.3M · 0.23%
Flat Branch Mortgage, Inc. MO$75.3M · 0.18%
Southern Bank MO$70.4M · 0.02%
Ameri-National Corporation MO$60.1M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440574255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.