Plan Ledger DOL Form 5500 · updated monthly

Curtis-Toledo, Inc.401(k)

CURTIS-TOLEDO, INC. 401(K) PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Curtis-Toledo, Inc. reported $56,735 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $1,749 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 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Missouri (865th of 1,393), and 9,005th of 13,661 in manufacturing. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 164 to 182 since 2022.

Plan summary
Net assets, end of year$9,524,349
Participants with balances157
Active participants182
Employer contributions$318,335
Employee contributions$690,077
Employer contribution per active participant$1,749
Average account balance$60,665
Benefits paid to participants$1,133,975
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 157 accts · $318K emplr
2023$8.6M · 133 accts · $311K emplr
2022$6.0M · 124 accts · $261K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,312
Investment management$22,423
Total administrative$56,735
The Curtis-Toledo, Inc. 401(k) match · 2024
Employer contribution per active participant$1,749
Median for plans this size$1,313
2024$1,749 per active participant
2023$2,128 per active participant
2022$1,591 per active participant

Curtis-Toledo, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$34,312
MONETA GROUP LLC · Investment advisory (plan)$22,423
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$56,735 · 0.63%
2023$48,029 · 0.66%
2022$41,181 · 0.66%
Same employer
Similar plansManufacturing · Missouri
L & R Industries, Inc. MO$9.9M · 0.37%
Shapiro Sales Company MO$9.7M · 0.50%
Linkone Holdings, Inc. MO$9.5M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431155653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.