Plan Ledger DOL Form 5500 · updated monthly

Daugherty Systems Inc401(k)

DAUGHERTY SYSTEMS, INC. 401(K) PLAN · ST LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Daugherty Systems Inc reported $438,781 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $4,111 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 0.21%. 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 112th-largest of 1,393 plans among Missouri employers on file, and the 771st of 11,654 in professional & technical services. In 2024, employees put in $4.71 for every $1.00 the employer contributed; active participation has shrunk from 1,705 to 901 since 2022.

Plan summary
Net assets, end of year$210,262,954
Participants with balances1,379
Active participants901
Employer contributions$3,703,701
Employee contributions$17,454,299
Employer contribution per active participant$4,111
Average account balance$152,475
Benefits paid to participants$43,230,984
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$210.3M · 1,379 accts · $3.7M emplr
2023$200.2M · 1,769 accts · $4.2M emplr
2022$159.4M · 1,907 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$438,781
Total administrative$438,781
The Daugherty Systems Inc 401(k) match · 2024
Employer contribution per active participant$4,111
Median for plans this size$3,635
2024$4,111 per active participant
2023$2,871 per active participant
2022$2,654 per active participant

Daugherty Systems 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$438,781
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025Not separately reported
2024$438,781 · 0.21%
2023$407,761 · 0.23%
2022$363,116 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Missouri
Lathrop Gpm LLP MO$349.2M · 0.07%
Spencer Fane LLP MO$263.8M · 0.06%
Transystems Corporation MO$252.0M · 0.15%
Crb Group, Inc. MO$216.2M · 0.17%
Rubinbrown LLP MO$204.2M · 0.00%
Armstrong Teasdale LLP MO$188.9M · 0.04%
Hunter Engineering Company MO$164.6M · 0.00%
Roeslein & Associates, Inc. MO$156.6M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431447437 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.