Plan Ledger DOL Form 5500 · updated monthly

Helping Hand of Goodwill Industries Extended Employment ShelteredMoney purchase plan

HELPING HAND OF GOODWILL INDUSTRIES EXTENDED EMPLOYMENT SHELTERED WORKSHOP RETIREMENT PLAN · KANSAS CITY, MO · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Helping Hand of Goodwill Industries Extended Employment Sheltered reported $11,246 in plan administrative expenses for 2023: 0.30% of average plan assets, below the peer median. Employer contributions averaged $4,572 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 0.300%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Missouri (1,132nd of 1,393), and 2,462nd of 3,341 in other services.

Plan summary
Net assets, end of year$4,038,990
Participants with balances122
Active participants82
Employer contributions$374,876
Employee contributions—
Employer contribution per active participant$4,572
Average account balance$33,106
Benefits paid to participants$309,897
Plan history2
Yearassets · accounts · employer contribution
2023$4.0M · 122 accts · $375K emplr
2022$3.5M · 118 accts · $362K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,246
Total administrative$11,246
Employer contributions to the Helping Hand of Goodwill Industries Extended Employment Sheltered plan · 2023
Employer contribution per active participant$4,572
Median for plans this size$1,308
2023$4,572 per active participant
2022$4,524 per active participant

Helping Hand of Goodwill Industries Extended Employment Sheltered'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$11,246
BENJAMIN F EDWARDS & CO INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · 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
2023$11,246 · 0.30%
2022$11,933 · 0.30%
Similar plansOther Services · Missouri
Fiocchi of America, Inc. MO$3.4M · 0.11%
Beyond Housing, Inc. MO$3.3M · 0.00%
Oats, Inc. MO$2.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431195708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.