Plan Ledger DOL Form 5500 · updated monthly

Missouri Valley Community Action AgencyDC plan

403(B) THRIFT PLAN OF MISSOURI VALLEY COMMUNITY ACTION AGENCY · MARSHALL, MO · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Missouri Valley Community Action Agency reported $953 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $524 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 fell from 0.06% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,133rd of 1,393), and 8,530th of 11,911 in health care & social assistance. In 2024, employees put in $3.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,030,924
Participants with balances155
Active participants143
Employer contributions$74,883
Employee contributions$249,225
Employer contribution per active participant$524
Average account balance$26,006
Benefits paid to participants$437,694
Plan auditUnmodified (clean) audit opinion
AuditorJARRED, GILMORE & PHILLIPS,PA
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 155 accts · $75K emplr
2023$3.8M · 233 accts · $106K emplr
2022$3.1M · 242 accts · $82K emplr
Employer contributions to the Missouri Valley Community Action Agency plan · 2024
Employer contribution per active participant$524
Median for plans this size$1,313
2024$524 per active participant
2023$709 per active participant
2022$575 per active participant

Missouri Valley Community Action Agency's 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,392

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$953 · 0.02%
2023$1,954 · 0.06%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · Missouri
City Union Mission Inc. MO$4.3M · 0.04%
Semo Health Network, Inc. MO$4.0M · 0.30%
Boone Center, Inc. MO$3.9M · 0.15%
Creative World School Inc MO$3.9M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430837257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.