Plan Ledger DOL Form 5500 · updated monthly

Missouri Cardiovascular Specialists, LLP401(k)

MISSOURI CARDIOVASCULAR SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN · COLUMBIA, MO · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Missouri Cardiovascular Specialists, LLP reported $229,135 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $10,236 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 3 years on file its reported administrative ratio has held roughly steady near 0.49%. 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 the 325th-largest of 1,393 plans among Missouri employers on file, and the 1,909th of 11,911 in health care & social assistance. In 2024, the employer put in $1.32 for every $1.00 employees contributed themselves; active participation has grown from 90 to 104 since 2022.

Plan summary
Net assets, end of year$48,894,099
Participants with balances149
Active participants104
Employer contributions$1,064,593
Employee contributions$809,237
Employer contribution per active participant$10,236
Average account balance$328,148
Benefits paid to participants$2,744,352
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS-KEEPERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$48.9M · 149 accts · $1.1M emplr
2023$44.0M · 136 accts · $920K emplr
2022$40.1M · 128 accts · $897K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,164
Investment management$173,971
Total administrative$229,135
The Missouri Cardiovascular Specialists, LLP 401(k) match · 2024
Employer contribution per active participant$10,236
Median for plans this size$2,416
2024$10,236 per active participant
2023$9,484 per active participant
2022$9,966 per active participant

Missouri Cardiovascular Specialists, LLP'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 · 20248
NATIONWIDE · Recordkeeping$55,164
GENEX CONSULTING · Consulting$46,994
NORTHWESTERN MUTUAL WEALTH MANAGEME$25,047
INTERACTIVE BROKERS$14,056
COMMERCE BANK$13,701
APS-PENTEGRA$2,497

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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Administrative cost history3
2024$229,135 · 0.49%
2023$221,763 · 0.53%
2022$222,043 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Empowerme Holdings, LLC MO$52.6M · 0.60%
Urology of St. Louis, Inc. MO$49.3M · 0.00%
Burrell Inc. MO$47.5M · 0.16%
Mid-America Transplant MO$38.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431566193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.