Plan Ledger DOL Form 5500 · updated monthly

Joe's Kansas City Bar-B-Que, Inc.401(k)

JOE'S KANSAS CITY BAR-B-QUE, INC. EMPLOYEE SAVINGS TRUST · KANSAS CITY, KS · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Joe's Kansas City Bar-B-Que, Inc. reported $38,840 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,398 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 0.73% to 0.88%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Kansas (661st of 828), and 3,846th of 5,215 in retail trade. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 142 to 174 since 2022.

Plan summary
Net assets, end of year$4,701,935
Participants with balances117
Active participants174
Employer contributions$243,212
Employee contributions$385,745
Employer contribution per active participant$1,398
Average account balance$40,187
Benefits paid to participants$473,414
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 117 accts · $243K emplr
2023$4.1M · 111 accts · $219K emplr
2022$3.2M · 103 accts · $175K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,840
Total administrative$38,840
The Joe's Kansas City Bar-B-Que, Inc. 401(k) match · 2024
Employer contribution per active participant$1,398
Median for plans this size$1,313
2024$1,398 per active participant
2023$1,376 per active participant
2022$1,236 per active participant

Joe's Kansas City Bar-B-Que, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20245
CWM LLC · Investment advisory (plan)$15,117
EMPOWER ADVISORY GROUP, LLC · Investment management$4,992
MEEDER ADVISORY SERVICES, INC.$4,330
DEMARS PENSION CONSULTING SERVICES, · Contract administrator$3,002

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

Administrative cost history3
2024$38,840 · 0.88%
2023$26,457 · 0.73%
2022$23,919 · 0.73%
Same employer
Similar plansRetail Trade · Kansas
Rally House KS$5.7M · 1.27%
Zeck Motor Company KS$5.2M · 0.58%
Floersch Iga, Inc. KS$4.5M · 0.56%
Kc Bell, Inc. KS$3.9M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742836151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.