Plan Ledger DOL Form 5500 · updated monthly

Jasper County Sheltered Facilites AssociationDC plan

COMMUNITY SUPPORT SERVICES OF MISSOURI 403(B) PLAN · JOPLIN, MO · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Jasper County Sheltered Facilites Association reported $5,723 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $600 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 0.27% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,173rd of 1,393), and 9,024th of 11,911 in health care & social assistance. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,323,106
Participants with balances127
Active participants308
Employer contributions$184,656
Employee contributions$322,970
Employer contribution per active participant$600
Average account balance$26,166
Benefits paid to participants$215,685
Plan auditUnmodified (clean) audit opinion
AuditorW. BEN MILLER, CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 127 accts · $185K emplr
2023$2.6M · 129 accts · $169K emplr
2022$2.0M · 130 accts · $160K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,723
Total administrative$5,723
Employer contributions to the Jasper County Sheltered Facilites Association plan · 2024
Employer contribution per active participant$600
Median for plans this size$1,313
2024$600 per active participant
2023$500 per active participant
2022$489 per active participant

Jasper County Sheltered Facilites Association's 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$5,723 · 0.19%
2023$4,150 · 0.18%
2022$5,328 · 0.27%
Similar plansHealth Care & Social Assistance · Missouri
Carelinc Options LLC MO$3.4M · 0.07%
Twin Oaks Estate, Inc. MO$3.3M · 1.29%
Synergy Services Inc. MO$3.2M · 0.63%
Seniorage MO$2.9M · 1.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431121898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.