Plan Ledger DOL Form 5500 · updated monthly

Grimco, Inc.401(k)

GRIMCO, INC. 401(K) AND PROFIT SHARING PLAN · SUNSET HILLS, MO · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Grimco, Inc. reported $191,649 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,300 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 3 years on file its reported administrative ratio has held roughly steady near 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 231st-largest of 1,393 plans among Missouri employers on file, and the 515th of 4,246 in wholesale trade. In 2024, employees put in $1.37 for every $1.00 the employer contributed; active participation has grown from 664 to 764 since 2022.

Plan summary
Net assets, end of year$80,156,900
Participants with balances1,015
Active participants764
Employer contributions$3,284,862
Employee contributions$4,485,529
Employer contribution per active participant$4,300
Average account balance$78,972
Benefits paid to participants$8,686,535
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.2M · 1,015 accts · $3.3M emplr
2023$71.3M · 1,157 accts · $3.1M emplr
2022$54.9M · 870 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$153,170
Investment management$38,479
Total administrative$191,649
The Grimco, Inc. 401(k) match · 2024
Employer contribution per active participant$4,300
Median for plans this size$3,635
2024$4,300 per active participant
2023$2,882 per active participant
2022$4,348 per active participant

Grimco, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · Participant communication$153,170
MONETA GROUP LLC · Investment advisory (plan)$38,479
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$191,649 · 0.25%
2023$158,772 · 0.25%
2022$153,216 · 0.26%
Same employer
Similar plansWholesale Trade · Missouri
Goldstein Group, Inc. MO$131.0M · 0.19%
Csi Leasing, Inc. MO$116.9M · 0.02%
Mbs Textbook Exchange, LLC MO$111.8M · 0.10%
Experitec, Inc. MO$69.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430955083 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.