Plan Ledger DOL Form 5500 · updated monthly

Kansas City Southern401(k)

KANSAS CITY SOUTHERN 401(K) AND PROFIT SHARING PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Kansas City Southern reported $139,478 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $1,381 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 0.10% to 0.07%. 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 119th-largest of 1,393 plans among Missouri employers on file, and the 153rd of 786 in management of companies. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 1,622 to 3,086 since 2022.

Plan summary
Net assets, end of year$192,258,339
Participants with balances1,392
Active participants3,086
Employer contributions$4,262,116
Employee contributions$8,603,132
Employer contribution per active participant$1,381
Average account balance$138,117
Benefits paid to participants$28,178,754
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $2.1M emplr
2024$192.3M · 1,392 accts · $4.3M emplr
2023$181.1M · 1,350 accts · $5.4M emplr
2022$169.4M · 1,337 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,804
Investment management$60,907
Trustee / custodial$12,767
Total administrative$139,478
The Kansas City Southern 401(k) match · 2024
Employer contribution per active participant$1,381
Median for plans this size$3,635
2024$1,381 per active participant
2023$3,417 per active participant
2022$2,622 per active participant

Kansas City Southern'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
FIDELITY INVESTMENTS INSTITUTIONAL · Trustee (directed)$79,042
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$60,907

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

Administrative cost history4
2025Not separately reported
2024$139,478 · 0.07%
2023$151,571 · 0.09%
2022$178,756 · 0.10%
Same employer
Similar plansManagement of Companies · Missouri
Energizer Holdings, Inc. MO$585.2M · 0.08%
Maritz Holdings Inc. MO$465.5M · 0.05%
Central Bancompany MO$400.7M · 0.09%
Alberici Corporation MO$181.8M · 0.05%
Xtra Corporation MO$101.5M · 0.15%
Ch Holdings USA, Inc. MO$97.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440663509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.