Plan Ledger DOL Form 5500 · updated monthly

Inventory Sales Company401(k)

INVENTORY SALES COMPANY 401(K) PLAN · ST. LOUIS, MO · plan year 2022

Reported admin expense ratio · 2022
0.50%

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

Inventory Sales Company reported $63,320 in plan administrative expenses for 2022: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $940 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Missouri (809th of 1,393), and 8,330th of 13,661 in manufacturing. In 2022, employees put in $4.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,087,286
Participants with balances129
Active participants171
Employer contributions$160,820
Employee contributions$643,719
Employer contribution per active participant$940
Average account balance$85,948
Benefits paid to participants$1,901,389
Plan auditUnmodified (clean) audit opinion
AuditorKIEFER BONFANTI & CO. LLP
Administrative expenses, itemized · 2022
Investment management$35,267
Total administrative$63,320
The Inventory Sales Company 401(k) match · 2022
Employer contribution per active participant$940
Median for plans this size$2,266

Inventory Sales Company's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$63,320 · 0.50%
Similar plansManufacturing · Missouri
Bmc Management, Inc. MO$11.4M · 0.84%
Sierra Bullets LLC MO$11.2M · 0.31%
Jost Chemical Co. MO$11.2M · 0.21%
Gwbd Operations, Inc. MO$10.8M · 0.55%
Magnitude 7 Metals, LLC MO$10.6M · 0.36%
Nostrum Laboratories, Inc. MO$10.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431039328 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.