Plan Ledger DOL Form 5500 · updated monthly

Florissant Valley Sheltered Wo401(k)

FLORISSANT VALLEY SHELTERED WO 401(K) PROFIT SHARING PLAN & TRUST · HAZELWOOD, MO · plan year 2022

Reported admin expense ratio · 2022
1.11%

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

Florissant Valley Sheltered Wo reported $3,812 in plan administrative expenses for 2022: 1.11% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Missouri (1,371st of 1,393), and 11,488th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$336,432
Participants with balances46
Active participants211
Employer contributions$0
Employee contributions$55,240
Employer contribution per active participant$0
Average account balance$7,314
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,173
Investment management$1,639
Total administrative$3,812
The Florissant Valley Sheltered Wo 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Florissant Valley Sheltered Wo's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,812 · 1.11%
Similar plansProfessional & Technical Services · Missouri
Sinclair Bio Parent, LLC MO$1.0M · 0.06%
Tsg Puerto Rico, LLC MO$144K · 6.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 436066435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.