Plan Ledger DOL Form 5500 · updated monthly

Larson Financial Group, LLC401(k)

LARSON FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Larson Financial Group, LLC reported $2,134 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,004 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 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Missouri (773rd of 1,393), and 3,770th of 4,798 in finance & insurance. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 188 to 221 since 2022.

Plan summary
Net assets, end of year$12,164,926
Participants with balances262
Active participants221
Employer contributions$663,946
Employee contributions$1,336,811
Employer contribution per active participant$3,004
Average account balance$46,431
Benefits paid to participants$422,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 262 accts · $664K emplr
2023$9.3M · 198 accts · $600K emplr
2022$7.2M · 203 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,134
Total administrative$2,134
The Larson Financial Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,004
Median for plans this size$2,416
2024$3,004 per active participant
2023$3,349 per active participant
2022$2,524 per active participant

Larson Financial Group, LLC's 2024 employer contribution ran above the $2,416 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 · 20242
FUTUREPLAN · Recordkeeping · Consulting$3,469
ASCENSUS LLCindirect comp

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

Recordkeeper by year2
2024FUTUREPLAN
2023FUTUREPLAN

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

Administrative cost history3
2024$2,134 · 0.02%
2023$2,110 · 0.03%
2022$2,049 · 0.03%
Same employer
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Btc Bank MO$13.7M · 0.22%
Jlb Corporation MO$12.8M · 0.47%
Maries County Bancorp, Inc. MO$12.8M · 0.40%
Hnb National Bank MO$12.2M · 0.32%
Sullivan Bank MO$11.8M · 0.31%
Blue Ridge Bancshares, Inc. MO$10.6M · 0.23%
Sterling Bank MO$10.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204773945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.