Plan Ledger DOL Form 5500 · updated monthly

Mark Andy, Inc.401(k)

MARK ANDY, INC. EMPLOYEE SAVINGS & PROFIT SHARING PLAN · CHESTERFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Mark Andy, Inc. reported $110,231 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $1,260 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 0.04% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 238th-largest of 1,393 plans among Missouri employers on file, and the 2,329th of 13,661 in manufacturing. In 2024, employees put in $5.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,429,319
Participants with balances486
Active participants392
Employer contributions$493,772
Employee contributions$2,539,441
Employer contribution per active participant$1,260
Average account balance$155,204
Benefits paid to participants$8,944,189
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.4M · 486 accts · $494K emplr
2023$68.8M · 484 accts · $539K emplr
2022$60.0M · 536 accts · $605K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,170
Investment management$52,061
Total administrative$110,231
The Mark Andy, Inc. 401(k) match · 2024
Employer contribution per active participant$1,260
Median for plans this size$3,635
2024$1,260 per active participant
2023$1,540 per active participant
2022$1,491 per active participant

Mark Andy, Inc.'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$58,170
CREATIVE PLANNING LLC · Investment advisory (plan)$48,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$4,061

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$110,231 · 0.15%
2023$42,182 · 0.07%
2022$26,543 · 0.04%
Same employer
Similar plansManufacturing · Missouri
Delaval Inc. MO$81.8M · 0.13%
Ab Mauri Food Inc. MO$77.7M · 0.23%
Pretium Packaging LLC MO$74.9M · 0.22%
Brewer Science, Inc. MO$73.5M · 0.21%
Playpower, Inc. MO$72.5M · 0.52%
Vi-Jon, LLC MO$72.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430723392 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.