Plan Ledger DOL Form 5500 · updated monthly

Drury Southwest, Inc.401(k)

DRURY SOUTHWEST, INC. · CAPE GIRARDEAU, MO · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Drury Southwest, Inc. reported $27,577 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,184 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 fell from 0.13% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 449th-largest of 1,393 plans among Missouri employers on file, and the 444th of 2,096 in real estate & leasing. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,835,133
Participants with balances145
Active participants182
Employer contributions$579,562
Employee contributions$1,397,345
Employer contribution per active participant$3,184
Average account balance$212,656
Benefits paid to participants$1,426,697
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.8M · 145 accts · $580K emplr
2023$25.9M · 143 accts · $516K emplr
2022$22.8M · 135 accts · $453K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,177
Investment management$3,400
Total administrative$27,577
The Drury Southwest, Inc. 401(k) match · 2024
Employer contribution per active participant$3,184
Median for plans this size$2,416
2024$3,184 per active participant
2023$2,775 per active participant
2022$2,616 per active participant

Drury Southwest, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
CBIZ INVESTMENT ADVISORY SERVICES L · Investment advisory (plan)$3,400

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$27,577 · 0.10%
2023$26,597 · 0.11%
2022$34,056 · 0.13%
Similar plansReal Estate & Leasing · Missouri
Equipmentshare.com, Inc. MO$80.3M · 0.33%
Northpoint Development, LLC MO$69.6M · 0.41%
James B Nutter & Company MO$28.0M · 0.26%
Bear Holdings, LLC MO$25.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431386167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.