Plan Ledger DOL Form 5500 · updated monthly

McBride & Son Services Co.401(k)

MCBRIDE & SON 401(K) SAVINGS PLAN · CHESTERFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

McBride & Son Services Co. reported $66,032 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,913 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 5 years on file its reported administrative ratio fell from 0.26% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 409th-largest of 1,393 plans among Missouri employers on file, and the 345th of 786 in management of companies. In 2024, employees put in $3.08 for every $1.00 the employer contributed; active participation has grown from 130 to 155 since 2019.

Plan summary
Net assets, end of year$34,080,091
Participants with balances179
Active participants155
Employer contributions$296,472
Employee contributions$912,491
Employer contribution per active participant$1,913
Average account balance$190,392
Benefits paid to participants$3,922,510
Plan auditUnmodified (clean) audit opinion
AuditorABELES AND HOFFMAN, P.C.
Plan history5
Yearassets · accounts · employer contribution
2024$34.1M · 179 accts · $296K emplr
2023$32.5M · 163 accts · $388K emplr
2022$28.7M · 171 accts · $380K emplr
2020$26.6M · 160 accts · $1.1M emplr
2019$24.6M · 169 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,630
Investment management$25,000
Trustee / custodial$14,402
Total administrative$66,032
The McBride & Son Services Co. 401(k) match · 2024
Employer contribution per active participant$1,913
Median for plans this size$2,416
2024$1,913 per active participant
2023$2,642 per active participant
2022$3,041 per active participant
2020$9,453 per active participant
2019$8,370 per active participant

McBride & Son Services Co.'s 2024 employer contribution ran below 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 · 20243
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$26,630
FIDUCIARY ADVISORS, INC. · Investment management · Investment advisory (participants)$25,000
NEWPORT TRUST COMPANY · Claims processing · Custodial (securities)$14,402

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history5
2024$66,032 · 0.20%
2023$63,996 · 0.21%
2022$59,955 · 0.20%
2020$58,414 · 0.23%
2019$60,403 · 0.26%
Same employer
Similar plansManagement of Companies · Missouri
Xtra Corporation MO$101.5M · 0.15%
Ch Holdings USA, Inc. MO$97.6M · 0.09%
Oakstar Bank MO$29.0M · 0.40%
C.B. Management Co., Inc. MO$22.7M · 0.17%
Cnh Reman, LLC MO$20.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464405164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.