Plan Ledger DOL Form 5500 · updated monthly

Martinus Bottom Line LLC401(k)

MARTINUS BOTTOM LINE LLC 401(K) PLAN · LEES SUMMIT, MO · plan year 2024

Reported admin expense ratio · 2024
1.89%

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

Martinus Bottom Line LLC reported $47,119 in plan administrative expenses for 2024: 1.89% of average plan assets, higher than ~90% of peers. Employer contributions averaged $885 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 1 year on file its reported administrative ratio rose from 1.74% to 1.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Missouri (1,199th of 1,393), and 4,591st of 5,337 in construction. In 2024, employees put in $3.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,773,463
Participants with balances186
Active participants219
Employer contributions$193,719
Employee contributions$653,888
Employer contribution per active participant$885
Average account balance$14,911
Benefits paid to participants$533,972
Plan auditUnmodified (clean) audit opinion
AuditorSKIBBIE CPA PC
Plan history2
Yearassets · accounts · employer contribution
2024$2.8M · 186 accts · $194K emplr
2023$2.2M · 152 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,597
Investment management$20,522
Total administrative$47,119
The Martinus Bottom Line LLC 401(k) match · 2024
Employer contribution per active participant$885
Median for plans this size$1,313
2024$885 per active participant
2023$1,590 per active participant

Martinus Bottom Line LLC's 2024 employer contribution ran below the $1,313 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 · 20243
HERITAGE ASSET MANAGEMENT LLC · Investment advisory (plan)$19,255
EMPOWER ADVISORY GROUP, LLC · Investment management$1,267

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

Administrative cost history2
2024$47,119 · 1.89%
2023$28,566 · 1.74%
Similar plansConstruction · Missouri
Jr & Co., Inc. MO$4.2M · 0.07%
Pk Construction LLC MO$3.5M · 0.67%
Mam, LLC MO$3.0M · 0.09%
River City Drywall, Inc. MO$2.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 923329306 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.