Plan Ledger DOL Form 5500 · updated monthly

Crb Group, Inc.401(k)

CRB GROUP, INC 401(K) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Crb Group, Inc. reported $353,269 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $3,770 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 0.170%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 105th-largest of 1,393 plans among Missouri employers on file, and the 748th of 11,654 in professional & technical services. In 2024, employees put in $3.49 for every $1.00 the employer contributed; active participation has shrunk from 1,580 to 1,016 since 2022.

Plan summary
Net assets, end of year$216,230,078
Participants with balances1,496
Active participants1,016
Employer contributions$3,830,236
Employee contributions$13,357,649
Employer contribution per active participant$3,770
Average account balance$144,539
Benefits paid to participants$31,938,218
Plan auditUnmodified (clean) audit opinion
AuditorMARKS NELSON LLC
Plan history3
Yearassets · accounts · employer contribution
2024$216.2M · 1,496 accts · $3.8M emplr
2023$198.4M · 1,713 accts · $4.8M emplr
2022$172.3M · 162 accts · $5.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$251,749
Investment management$101,520
Total administrative$353,269
The Crb Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,770
Median for plans this size$3,635
2024$3,770 per active participant
2023$4,022 per active participant
2022$3,281 per active participant

Crb Group, Inc.'s 2024 employer contribution ran above 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
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$89,180
MHM RETIREMENT PLAN SOLUTIONS · Contract administrator$49,040
MARKSNELSON LLC · Accounting / audit$31,025
EMPOWER ADVISORY GROUP, LLC · Investment management$12,341

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$353,269 · 0.17%
2023$320,144 · 0.17%
2022$309,349 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Missouri
Hok Group, Inc. MO$361.8M · 0.08%
Lathrop Gpm LLP MO$349.2M · 0.07%
Spencer Fane LLP MO$263.8M · 0.06%
Transystems Corporation MO$252.0M · 0.15%
Daugherty Systems Inc MO$210.3M · 0.21%
Rubinbrown LLP MO$204.2M · 0.00%
Armstrong Teasdale LLP MO$188.9M · 0.04%
Hunter Engineering Company MO$164.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843462211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.