Plan Ledger DOL Form 5500 · updated monthly

Independent Stave Company, LLC401(k)

INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN · LEBANON, MO · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Independent Stave Company, LLC reported $338,522 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,677 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 0.30% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 175th-largest of 1,393 plans among Missouri employers on file, and the 191st of 786 in management of companies. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 1,311 to 2,307 since 2022.

Plan summary
Net assets, end of year$112,895,796
Participants with balances2,794
Active participants2,307
Employer contributions$3,869,137
Employee contributions$7,927,295
Employer contribution per active participant$1,677
Average account balance$40,407
Benefits paid to participants$7,646,913
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$112.9M · 2,794 accts · $3.9M emplr
2023$93.3M · 2,368 accts · $3.6M emplr
2022$75.0M · 1,445 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$256,543
Investment management$81,979
Total administrative$338,522
The Independent Stave Company, LLC 401(k) match · 2024
Employer contribution per active participant$1,677
Median for plans this size$3,635
2024$1,677 per active participant
2023$1,597 per active participant
2022$2,083 per active participant

Independent Stave Company, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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.

Service providers · 20242
CORRELL CO. · Recordkeeping · Loan processing$348,111
PENSION CONSULTANTS, INC. · Pension consulting · Investment advisory (plan)$81,979

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

Recordkeeper by year2
2024CORRELL CO.
2023CORRELL CO.

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

Administrative cost history3
2024$338,522 · 0.33%
2023$293,475 · 0.35%
2022$244,833 · 0.30%
Same employer
Similar plansManagement of Companies · Missouri
Central Bancompany MO$400.7M · 0.09%
Kansas City Southern MO$192.3M · 0.07%
Alberici Corporation MO$181.8M · 0.05%
Xtra Corporation MO$101.5M · 0.15%
Ch Holdings USA, Inc. MO$97.6M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 440515123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.