Plan Ledger DOL Form 5500 · updated monthly

Horner & Shifrin, IncESOP

HORNER & SHIFRIN, INC. EMPLOYEE STOCK OWNERSHIP PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Horner & Shifrin, Inc reported $680 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,960 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 0.005% to 0.004%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 595th-largest of 1,393 plans among Missouri employers on file, and the 5,497th of 11,654 in professional & technical services. active participation has grown from 95 to 125 since 2022.

Plan summary
Net assets, end of year$20,277,059
Participants with balances140
Active participants125
Employer contributions$1,120,000
Employee contributions—
Employer contribution per active participant$8,960
Average account balance$144,836
Benefits paid to participants$1,213,942
Plan auditUnmodified (clean) audit opinion
AuditorABELES AND HOFFMAN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$20.3M · 140 accts · $1.1M emplr
2023$14.8M · 132 accts · $900K emplr
2022$12.4M · 107 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$680
Total administrative$680
Employer contributions to the Horner & Shifrin, Inc plan · 2024
Employer contribution per active participant$8,960
Median for plans this size$2,416
2024$8,960 per active participant
2023$7,895 per active participant
2022$5,263 per active participant

Horner & Shifrin, Inc's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$680 · 0.00%
2023$80 · 0.00%
2022$515 · 0.00%
All plans at this employer2
HORNER & SHIFRIN 401(K) PLAN401(k)
HORNER & SHIFRIN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Object Computing, Inc. MO$19.6M · 0.22%
Cambridge Engineering, Inc. MO$19.6M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430861661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.