Plan Ledger DOL Form 5500 · updated monthly

Herzog Contracting Corp.401(k)

HERZOG CONTRACTING CORP. 401(K) PLAN · ST JOSEPH, MO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Herzog Contracting Corp. reported $258,823 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $4,911 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 0.20% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 136th-largest of 1,393 plans among Missouri employers on file, and the 436th of 5,337 in construction. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 1,355 to 1,593 since 2022.

Plan summary
Net assets, end of year$153,976,257
Participants with balances1,904
Active participants1,593
Employer contributions$7,823,264
Employee contributions$12,679,181
Employer contribution per active participant$4,911
Average account balance$80,870
Benefits paid to participants$11,354,537
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$154.0M · 1,904 accts · $7.8M emplr
2023$126.3M · 1,721 accts · $6.9M emplr
2022$101.6M · 1,634 accts · $6.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$208,375
Total administrative$258,823
The Herzog Contracting Corp. 401(k) match · 2024
Employer contribution per active participant$4,911
Median for plans this size$3,635
2024$4,911 per active participant
2023$4,913 per active participant
2022$4,697 per active participant

Herzog Contracting Corp.'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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$208,375
IMA WEALTH INC · Consulting$50,000

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$258,823 · 0.18%
2023$243,111 · 0.21%
2022$221,823 · 0.20%
Same employer
Similar plansConstruction · Missouri
Arco Business Services, Inc. MO$196.3M · 0.15%
Aegion Corporation MO$189.6M · 0.09%
Arco Business Services, Inc. MO$166.2M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 430918005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.