Plan Ledger DOL Form 5500 · updated monthly

Millstone Weber, LLC401(k)

MILLSTONE WEBER, LLC RETIREMENT SAVINGS PLAN · ST. CHARLES, MO · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Millstone Weber, LLC reported $92,514 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $5,402 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 0.18% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 457th-largest of 1,393 plans among Missouri employers on file, and the 1,541st of 5,337 in construction. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 106 to 132 since 2022.

Plan summary
Net assets, end of year$29,731,899
Participants with balances149
Active participants132
Employer contributions$713,086
Employee contributions$1,151,284
Employer contribution per active participant$5,402
Average account balance$199,543
Benefits paid to participants$455,924
Plan auditUnmodified (clean) audit opinion
AuditorLOPATA, FLEGEL & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.7M · 149 accts · $713K emplr
2023$25.2M · 136 accts · $670K emplr
2022$23.9M · 131 accts · $509K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,342
Investment management$46,172
Total administrative$92,514
The Millstone Weber, LLC 401(k) match · 2024
Employer contribution per active participant$5,402
Median for plans this size$2,416
2024$5,402 per active participant
2023$5,236 per active participant
2022$4,800 per active participant

Millstone Weber, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$46,172

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$92,514 · 0.34%
2023$58,015 · 0.24%
2022$48,055 · 0.18%
Same employer
Similar plansConstruction · Missouri
S.M. Wilson & Co. MO$30.4M · 0.00%
Questec Constructors, Inc. MO$28.7M · 0.19%
Sak Construction, LLC MO$25.5M · 0.02%
Tronicom Corporation MO$25.2M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 465342336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.