Plan Ledger DOL Form 5500 · updated monthly

Exegy Incorporated401(k)

EXEGY INCORPORATED 401(K) PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Exegy Incorporated reported $78,068 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.06% to 0.43%. 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 614th-largest of 1,393 plans among Missouri employers on file, and the 5,695th of 11,654 in professional & technical services. active participation has shrunk from 148 to 116 since 2022.

Plan summary
Net assets, end of year$19,267,834
Participants with balances168
Active participants116
Employer contributions$0
Employee contributions$1,518,451
Employer contribution per active participant$0
Average account balance$114,689
Benefits paid to participants$1,701,772
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 168 accts
2023$17.1M · 169 accts
2022$16.9M · 199 accts · $23K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,226
Investment management$1,048
Total administrative$78,068
The Exegy Incorporated 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Exegy Incorporated's 2024 employer contribution ran below the $2,416 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 · 20243
MERCER (US) INC MERCER INVESTMENTS · Consulting · Insurance services$62,794
EMPOWER ADVISORY GROUP, LLC · Investment management$1,048

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$78,068 · 0.43%
2023$1,725 · 0.01%
2022$11,375 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Missouri
The McClure Corporation MO$19.6M · 0.40%
Object Computing, Inc. MO$19.6M · 0.22%
Cambridge Engineering, Inc. MO$19.6M · 0.44%
Fishtech Group, LLC MO$18.5M · 0.80%
Perfect Health, Inc. MO$18.0M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861056004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.