Plan Ledger DOL Form 5500 · updated monthly

Lr-Stl, LLC401(k)

LEWIS RICE PROFIT SHARING PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Lr-Stl, LLC reported $102,560 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $16,790 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 0.07% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 146th-largest of 1,393 plans among Missouri employers on file, and the 1,075th of 11,654 in professional & technical services. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$143,938,059
Participants with balances255
Active participants215
Employer contributions$3,609,820
Employee contributions$2,833,004
Employer contribution per active participant$16,790
Average account balance$564,463
Benefits paid to participants$6,952,321
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$143.9M · 255 accts · $3.6M emplr
2023$125.0M · 252 accts · $3.5M emplr
2022$110.1M · 251 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,534
Total administrative$102,560
The Lr-Stl, LLC 401(k) match · 2024
Employer contribution per active participant$16,790
Median for plans this size$3,635
2024$16,790 per active participant
2023$16,289 per active participant
2022$16,265 per active participant

Lr-Stl, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20244
MERRILL LYNCH,PIERCE,FENNER & SMITH · Recordkeeping · Securities brokerage$108,801
CUTTER & COMPANY · Accounting / audit · Pension consulting$30,114
PLAN CORP · Pension consulting$24,850
PARKSIDE FINANCIAL BANK AND TRUST · Accounting / audit · Pension consulting$14,114

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$102,560 · 0.08%
2023$98,787 · 0.08%
2022$83,696 · 0.07%
Similar plansProfessional & Technical Services · Missouri
Rubinbrown LLP MO$204.2M · 0.00%
Armstrong Teasdale LLP MO$188.9M · 0.04%
Hunter Engineering Company MO$164.6M · 0.00%
Roeslein & Associates, Inc. MO$156.6M · 0.17%
Mriglobal MO$113.2M · 0.13%
Amdocs IT Services, LLC MO$111.7M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 430680427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.