Plan Ledger DOL Form 5500 · updated monthly

Equipmentshare.com, Inc.401(k)

EQUIPMENTSHARE'S RETIREMENT SAVINGS PLAN · COLUMBIA, MO · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Equipmentshare.com, Inc. reported $218,134 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,004 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 0.26% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 230th-largest of 1,393 plans among Missouri employers on file, and the 162nd of 2,096 in real estate & leasing. In 2024, employees put in $3.14 for every $1.00 the employer contributed; active participation has grown from 3,374 to 5,272 since 2022.

Plan summary
Net assets, end of year$80,268,364
Participants with balances2,672
Active participants5,272
Employer contributions$5,291,453
Employee contributions$16,622,824
Employer contribution per active participant$1,004
Average account balance$30,041
Benefits paid to participants$8,959,967
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS-KEEPERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$80.3M · 2,672 accts · $5.3M emplr
2023$51.2M · 1,959 accts · $3.9M emplr
2022$26.9M · 1,424 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$171,169
Investment management$46,965
Total administrative$218,134
The Equipmentshare.com, Inc. 401(k) match · 2024
Employer contribution per active participant$1,004
Median for plans this size$3,635
2024$1,004 per active participant
2023$890 per active participant
2022$817 per active participant

Equipmentshare.com, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$171,169
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$46,965

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$218,134 · 0.33%
2023$145,940 · 0.37%
2022$56,214 · 0.26%
Same employer
Similar plansReal Estate & Leasing · Missouri
The Crawford Group, Inc. MO$6.5B · 0.01%
Drury Hotels Company, LLC MO$117.1M · 0.18%
Northpoint Development, LLC MO$69.6M · 0.41%
Drury Southwest, Inc. MO$30.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472405753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.