Plan Ledger DOL Form 5500 · updated monthly

I.A.T.S.E. Local No. 31Profit-sharing plan

I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN · KANSAS CITY, MO · plan year 2025

Reported admin expense ratio · 2025
0.59%

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

I.A.T.S.E. Local No. 31 reported $77,831 in plan administrative expenses for 2025: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,331 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 4 years on file its reported administrative ratio has held roughly steady near 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Missouri (720th of 1,393), and the 537th of 1,311 in arts, entertainment & recreation. active participation has grown from 185 to 218 since 2022.

Plan summary
Net assets, end of year$14,255,926
Participants with balances230
Active participants218
Employer contributions$944,153
Employee contributions—
Employer contribution per active participant$4,331
Average account balance$61,982
Benefits paid to participants$959,509
Plan auditUnmodified (clean) audit opinion
AuditorDEBOER & ASSOCIATES, PC
Plan history4
Yearassets · accounts · employer contribution
2025$14.3M · 230 accts · $944K emplr
2024$12.3M · 231 accts · $892K emplr
2023$11.9M · 217 accts · $899K emplr
2022$10.8M · 203 accts · $788K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$14,122
Investment management$39,378
Audit (IQPA)$19,750
Trustee / custodial$47
Total administrative$77,831
Employer contributions to the I.A.T.S.E. Local No. 31 plan · 2025
Employer contribution per active participant$4,331
Median for plans this size$2,666
2025$4,331 per active participant
2024$4,248 per active participant
2023$4,515 per active participant
2022$4,257 per active participant

I.A.T.S.E. Local No. 31'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 · 20254
CBIZ · Recordkeeping$14,122
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$26,647
DEBOER & ASSOCIATES, P.C. · Accounting / audit$19,750
COOK STREET CONSULTING, INC. · Investment advisory (plan)$12,731

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

Recordkeeper by year3
2025CBIZ
2024CBIZ
2023CBIZ

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

Administrative cost history4
2025$77,831 · 0.59%
2024$56,953 · 0.47%
2023$99,688 · 0.87%
2022$63,620 · 0.57%
Same employer
Similar plansArts, Entertainment & Recreation · Missouri
St. Louis Cardinals, LLC MO$40.4M · 0.01%
Cq Holding Company, Inc. MO$29.4M · 0.34%
Kiel Center Partners, L.P. MO$25.5M · 0.28%
Kansas City Symphony MO$15.5M · 0.31%
Fox Associates, L.L.C. MO$12.4M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440459340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.