Plan Ledger DOL Form 5500 · updated monthly

Huber & Associates, Inc.401(k)

HUBER & ASSOCIATES, INC. 401(K) PLAN · JEFFERSON CITY, MO · plan year 2025

Reported admin expense ratio · 2025
0.28%

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

Huber & Associates, Inc. reported $72,928 in plan administrative expenses for 2025: 0.28% of average plan assets, below the peer median. Employer contributions averaged $6,522 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 rose from 0.23% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 474th-largest of 1,393 plans among Missouri employers on file, and the 4,339th of 11,654 in professional & technical services. In 2025, employees put in $1.17 for every $1.00 the employer contributed; active participation has grown from 102 to 114 since 2023.

Plan summary
Net assets, end of year$28,406,409
Participants with balances139
Active participants114
Employer contributions$743,554
Employee contributions$869,483
Employer contribution per active participant$6,522
Average account balance$204,363
Benefits paid to participants$698,399
Plan auditUnmodified (clean) audit opinion
AuditorA.C. EVANS, LLC
Plan history3
Yearassets · accounts · employer contribution
2025$28.4M · 139 accts · $744K emplr
2024$23.8M · 132 accts · $699K emplr
2023$21.0M · 135 accts · $617K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$35,852
Investment management$25,076
Total administrative$72,928
The Huber & Associates, Inc. 401(k) match · 2025
Employer contribution per active participant$6,522
Median for plans this size$2,666
2025$6,522 per active participant
2024$6,474 per active participant
2023$6,051 per active participant

Huber & Associates, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PENSION CONSULTANTS INC · Investment advisory (plan)$25,076
SEAVER & FORK CPA'S LLC$12,000

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

Administrative cost history3
2025$72,928 · 0.28%
2024$64,304 · 0.29%
2023$45,656 · 0.23%
Similar plansProfessional & Technical Services · Missouri
Pandi Capital LLC MO$31.4M · 0.65%
Multistudio, Inc. MO$30.4M · 0.58%
Navvis & Company MO$27.4M · 0.42%
Conexon, LLC MO$27.2M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431516109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.