Plan Ledger DOL Form 5500 · updated monthly

Marcone Appliance Parts Co.401(k)

MARCONE APPLIANCE PARTS CENTER 401(K) PROFIT SHARING PLAN · CREVE COUER, MO · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Marcone Appliance Parts Co. reported $317,283 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $990 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 187th-largest of 1,393 plans among Missouri employers on file, and the 380th of 5,215 in retail trade. In 2024, employees put in $3.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$99,536,408
Participants with balances1,360
Active participants1,950
Employer contributions$1,931,220
Employee contributions$6,495,324
Employer contribution per active participant$990
Average account balance$73,189
Benefits paid to participants$18,380,112
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$99.5M · 1,360 accts · $1.9M emplr
2023$79.4M · 1,177 accts · $1.8M emplr
2022$14.4M · 281 accts · $147K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$312,654
Audit (IQPA)$4,629
Total administrative$317,283
The Marcone Appliance Parts Co. 401(k) match · 2024
Employer contribution per active participant$990
Median for plans this size$3,635
2024$990 per active participant
2023$922 per active participant
2022$77 per active participant

Marcone Appliance Parts Co.'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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$309,287
KUHLMANN FINANCIAL SERVICES INC · Other servicesindirect comp
PRINCIPAL SECURITIES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$317,283 · 0.35%
2023$315,935 · 0.67%
2022$55,053 · 0.34%
Same employer
Similar plansRetail Trade · Missouri
John Fabick Tractor Company MO$181.2M · 0.04%
Schnuck Markets, Inc. MO$150.1M · 0.11%
Helzberg Diamond Shops LLC MO$134.8M · 0.12%
Moran Foods, LLC MO$122.5M · 0.32%
Dierbergs Markets, Inc. MO$78.1M · 0.35%
Tlg Operations, LLC MO$71.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430728583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.