Plan Ledger DOL Form 5500 · updated monthly

Evans & Dixon, LLC401(k)

EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Evans & Dixon, LLC reported $73,774 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $5,343 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 0.22% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 355th-largest of 1,393 plans among Missouri employers on file, and the 3,085th of 11,654 in professional & technical services. In 2024, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 204 to 245 since 2022.

Plan summary
Net assets, end of year$43,559,860
Participants with balances271
Active participants245
Employer contributions$1,309,139
Employee contributions$1,737,361
Employer contribution per active participant$5,343
Average account balance$160,737
Benefits paid to participants$8,217,826
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.6M · 271 accts · $1.3M emplr
2023$42.4M · 253 accts · $1.1M emplr
2022$37.6M · 237 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,774
Investment management$45,000
Total administrative$73,774
The Evans & Dixon, LLC 401(k) match · 2024
Employer contribution per active participant$5,343
Median for plans this size$2,416
2024$5,343 per active participant
2023$5,381 per active participant
2022$5,960 per active participant

Evans & Dixon, LLC'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 · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$28,774
MONETA GROUP LLC · Investment advisory (plan)$45,000
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$73,774 · 0.17%
2023$90,505 · 0.23%
2022$90,571 · 0.22%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 430611994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.