Plan Ledger DOL Form 5500 · updated monthly

Mers/Missouri Goodwill IndustriesProfit-sharing plan

MERS/MISSOURI GOODWILL DEFINED CONTRIBUTION PLAN · ST LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Mers/Missouri Goodwill Industries reported $32,528 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $825 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 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (733rd of 1,393), and the 4,738th of 11,911 in health care & social assistance. active participation has shrunk from 4,769 to 1,318 since 2022.

Plan summary
Net assets, end of year$13,768,439
Participants with balances1,314
Active participants1,318
Employer contributions$1,087,598
Employee contributions$0
Employer contribution per active participant$825
Average account balance$10,478
Benefits paid to participants$1,241,720
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 1,314 accts · $1.1M emplr
2023$12.5M · 1,027 accts · $1.5M emplr
2022$10.6M · 888 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,131
Investment management$27,397
Total administrative$32,528
Employer contributions to the Mers/Missouri Goodwill Industries plan · 2024
Employer contribution per active participant$825
Median for plans this size$2,416
2024$825 per active participant
2023$250 per active participant
2022$317 per active participant

Mers/Missouri Goodwill Industries's 2024 employer contribution ran below the $2,416 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,051
RT JONES CAPITAL EQUITIES MGMT INC · Investment advisory (participants) · Investment advisory (plan)$27,397

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$32,528 · 0.25%
2023$23,165 · 0.20%
2022$8,679 · 0.07%
All plans at this employer2
MERS/MISSOURI GOODWILL DEFINED CONTRIBUTION PLANProfit-sharing plan
MERS/MISSOURI GOODWILL 403B PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Kansas City Hospice, Inc. MO$13.9M · 0.32%
Easterseals Midwest MO$13.8M · 0.85%
Biotech X-Ray Inc. MO$13.0M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430652657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.