Plan Ledger DOL Form 5500 · updated monthly

Havco Wood Products LLC401(k)

HAVCO WOOD PRODUCTS LLC 401(K) PROFIT SHARING PLAN · SCOTT CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Havco Wood Products LLC reported $106,115 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,642 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 has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 465th-largest of 1,393 plans among Missouri employers on file, and the 4,597th of 13,661 in manufacturing. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,012,402
Participants with balances556
Active participants503
Employer contributions$825,743
Employee contributions$1,264,621
Employer contribution per active participant$1,642
Average account balance$52,181
Benefits paid to participants$5,016,691
Plan auditUnmodified (clean) audit opinion
AuditorSTANLEY DIRNBERGER HOPPER & ASS
Plan history2
Yearassets · accounts · employer contribution
2024$29.0M · 556 accts · $826K emplr
2023$28.7M · 632 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,115
Investment management$30,000
Total administrative$106,115
The Havco Wood Products LLC 401(k) match · 2024
Employer contribution per active participant$1,642
Median for plans this size$2,416
2024$1,642 per active participant
2023$1,361 per active participant

Havco Wood Products LLC's 2024 employer contribution ran below the $2,416 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 · 20243
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$39,973
RAYMOND JAMES · Investment advisory (plan)indirect comp

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

Administrative cost history2
2024$106,115 · 0.37%
2023$95,818 · 0.35%
Same employer
Similar plansManufacturing · Missouri
Modern Litho, Inc. MO$29.5M · 0.28%
W. W. Wood Products, Inc. MO$29.4M · 0.81%
National Cart Co., LLC MO$28.6M · 0.38%
Weber, Inc. MO$28.3M · 0.06%
Window Technology, Inc. MO$26.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510416600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.