Plan Ledger DOL Form 5500 · updated monthly

Gonzalez Companies, LLC401(k)

GONZALEZ COMPANIES, LLC 401(K) PLAN · ST LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Gonzalez Companies, LLC reported $13,559 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,024 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 1 year on file its reported administrative ratio rose from 0.22% to 0.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Missouri (1,014th of 1,393), and 9,270th of 11,654 in professional & technical services. In 2023, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,314,131
Participants with balances135
Active participants123
Employer contributions$372,007
Employee contributions$975,979
Employer contribution per active participant$3,024
Average account balance$46,771
Benefits paid to participants$420,801
Plan auditUnmodified (clean) audit opinion
AuditorUHY,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$6.3M · 135 accts · $372K emplr
2022$4.4M · 125 accts · $260K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,841
Investment management$2,365
Total administrative$13,559
The Gonzalez Companies, LLC 401(k) match · 2023
Employer contribution per active participant$3,024
Median for plans this size$1,308
2023$3,024 per active participant
2022$2,048 per active participant

Gonzalez Companies, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ACEC RETIREMENT TRUST$8,353
EMPOWER ADVISORY GROUP, LLC · Investment management$2,365

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$13,559 · 0.25%
2022$9,349 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Missouri
Trileaf Corporation MO$7.1M · 0.59%
Aesop Intermediate, LLC MO$6.7M · 0.55%
Watchtower Security LLC MO$6.0M · 0.70%
Solution Holdings, L.L.C. MO$6.0M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431872209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.