Plan Ledger DOL Form 5500 · updated monthly

Hcw Management Consultants, LLC401(k)

HCW MANAGEMENT CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN · BRANSON, MO · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Hcw Management Consultants, LLC reported $29,012 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $874 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 fell from 1.13% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Missouri (1,151st of 1,393), and the 1,072nd of 2,240 in accommodation & food services. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has grown from 91 to 293 since 2022.

Plan summary
Net assets, end of year$3,690,284
Participants with balances123
Active participants293
Employer contributions$256,213
Employee contributions$431,848
Employer contribution per active participant$874
Average account balance$30,002
Benefits paid to participants$49,276
Plan auditQualified audit opinion
AuditorNOVAK BIRKS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 123 accts · $256K emplr
2023$2.3M · 121 accts · $206K emplr
2022$1.5M · 99 accts · $173K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,012
Total administrative$29,012
The Hcw Management Consultants, LLC 401(k) match · 2024
Employer contribution per active participant$874
Median for plans this size$1,313
2024$874 per active participant
2023$2,264 per active participant
2022$1,899 per active participant

Hcw Management Consultants, LLC's 2024 employer contribution ran below the $1,313 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
CAPITAL GROUP RET PLAN SERVICES$16,658
EDWARD JONES · Investment advisory (plan)$12,232
DEFINITI, LLC · Contract administrator$3,117

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$29,012 · 0.97%
2023$18,906 · 1.00%
2022$16,436 · 1.13%
Same employer
Similar plansAccommodation & Food Services · Missouri
Elite Cuisine, LLC MO$4.7M · 0.95%
Lamberts Cafe Inc. MO$4.0M · 0.78%
The Pasta House Company MO$3.4M · 0.70%
Fairwave Holdings LLC MO$2.9M · 1.42%
Lc Corporate, LLC MO$2.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205776415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.