Plan Ledger DOL Form 5500 · updated monthly

Kansas City Care Clinic403(b)

KANSAS CITY CARE CLINIC RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

Kansas City Care Clinic reported $51,000 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,607 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 5 years on file its reported administrative ratio rose from 0.56% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Missouri (1,007th of 1,393), and 2,094th of 3,341 in other services. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 175 to 204 since 2019.

Plan summary
Net assets, end of year$6,423,420
Participants with balances202
Active participants204
Employer contributions$327,901
Employee contributions$635,164
Employer contribution per active participant$1,607
Average account balance$31,799
Benefits paid to participants$699,437
Plan auditDisclaimer of opinion
Plan history5
Yearassets · accounts · employer contribution
2024$6.4M · 202 accts · $328K emplr
2023$5.5M · 200 accts · $235K emplr
2022$4.7M · 262 accts · $208K emplr
2020$4.1M · 188 accts · $166K emplr
2019$3.1M · 179 accts · $153K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,471
Investment management$19,529
Audit (IQPA)$28,000
Total administrative$51,000
Employer contributions to the Kansas City Care Clinic plan · 2024
Employer contribution per active participant$1,607
Median for plans this size$1,313
2024$1,607 per active participant
2023$1,192 per active participant
2022$990 per active participant
2020$876 per active participant
2019$874 per active participant

Kansas City Care Clinic'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 · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,561
COULTER & JUSTUS, P.C. · Accounting / audit$28,000
TWO WEST CAPITAL ADVISORS · Investment advisory (participants) · Investment advisory (plan)$19,529

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history5
2024$51,000 · 0.86%
2023$22,350 · 0.44%
2022$19,653 · 0.40%
2020$15,901 · 0.44%
2019$15,111 · 0.56%
Same employer
Similar plansOther Services · Missouri
Machine Maintenance, Inc. MO$6.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430967292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.