Plan Ledger DOL Form 5500 · updated monthly

Delta Dental of MissouriMoney purchase plan

DELTA DENTAL OF MISSOURI MONEY PURCHASE PENSION PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Delta Dental of Missouri reported $66,483 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $13,638 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 0.14% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 343rd-largest of 1,393 plans among Missouri employers on file, and the 1,776th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$45,967,139
Participants with balances291
Active participants222
Employer contributions$3,027,737
Employee contributions—
Employer contribution per active participant$13,638
Average account balance$157,963
Benefits paid to participants$4,978,201
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$46.0M · 291 accts · $3.0M emplr
2023$43.4M · 293 accts · $3.0M emplr
2022$44.2M · 285 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,938
Investment management$62,545
Total administrative$66,483
Employer contributions to the Delta Dental of Missouri plan · 2024
Employer contribution per active participant$13,638
Median for plans this size$2,416
2024$13,638 per active participant
2023$13,525 per active participant
2022$14,032 per active participant

Delta Dental of Missouri's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
MONETA GROUP INVESTMENT ADVISORS · Investment advisory (plan)$54,408
CHARLES SCHWAB & CO, INC. · Investment management$8,137

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$66,483 · 0.15%
2023$63,749 · 0.15%
2022$65,775 · 0.14%
All plans at this employer2
DELTA DENTAL OF MISSOURI MONEY PURCHASE PENSION PLANMoney purchase plan
DELTA DENTAL OF MISSOURI 401(K) PLAN401(k)
Same employer
Similar plansFinance & Insurance · Missouri
Bank of Washington MO$47.0M · 0.04%
Nodaway Valley Bank MO$40.0M · 0.17%
First State Bancorp, Inc. MO$37.8M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430908349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.