Plan Ledger DOL Form 5500 · updated monthly

Missouri Walnut, LLC401(k)

MISSOURI WALNUT, LLC 401(K) PLAN · NEOSHO, MO · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Missouri Walnut, LLC reported $33,205 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $2,114 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 fell from 0.75% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Missouri (1,021st of 1,393), and 3,463rd of 4,246 in wholesale trade. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has shrunk from 137 to 112 since 2022.

Plan summary
Net assets, end of year$6,224,288
Participants with balances117
Active participants112
Employer contributions$236,737
Employee contributions$504,241
Employer contribution per active participant$2,114
Average account balance$53,199
Benefits paid to participants$745,375
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 117 accts · $237K emplr
2023$5.4M · 137 accts · $238K emplr
2022$3.9M · 137 accts · $234K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,877
Investment management$20,328
Total administrative$33,205
The Missouri Walnut, LLC 401(k) match · 2024
Employer contribution per active participant$2,114
Median for plans this size$1,313
2024$2,114 per active participant
2023$1,786 per active participant
2022$1,707 per active participant

Missouri Walnut, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
ARVEST WEALTH MANAGEMENT · Investment advisory (plan)$20,325
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$12,877

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$33,205 · 0.57%
2023$37,280 · 0.80%
2022$29,274 · 0.75%
Same employer
Similar plansWholesale Trade · Missouri
Summit Distributing MO$7.4M · 0.08%
Nexom (US), Inc. MO$7.1M · 0.63%
C & C Produce, Inc. MO$5.9M · 0.63%
Store Supply Warehouse MO$5.7M · 0.60%
Kirkwood Pharmacy Group MO$5.1M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200080422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.