Plan Ledger DOL Form 5500 · updated monthly

Mowery Clinic, L L C401(k)

MOWERY CLINIC LLC 401(K) PLAN AND TRUST · SALINA, KS · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Mowery Clinic, L L C reported $60,018 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $8,888 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 0.13% to 0.15%. 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 152nd-largest of 828 plans among Kansas employers on file, and the 2,071st of 11,911 in health care & social assistance. In 2024, the employer put in $1.34 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$44,022,568
Participants with balances138
Active participants107
Employer contributions$950,992
Employee contributions$710,711
Employer contribution per active participant$8,888
Average account balance$319,004
Benefits paid to participants$916,909
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.0M · 138 accts · $951K emplr
2023$38.1M · 140 accts · $956K emplr
2022$33.1M · 134 accts · $974K emplr
Administrative expenses, itemized · 2024
Investment management$60,018
Total administrative$60,018
The Mowery Clinic, L L C 401(k) match · 2024
Employer contribution per active participant$8,888
Median for plans this size$2,416
2024$8,888 per active participant
2023$8,244 per active participant
2022$8,323 per active participant

Mowery Clinic, L L C'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
WELLS FARGO ADVISORS, LLC · Investment advisory (plan)$46,038
CAPITAL GROUP RETIREMENT PLAN SERVI$14,503

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$60,018 · 0.15%
2023$51,665 · 0.15%
2022$49,374 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Kansas
Mawd Pathology Group, P.A. KS$38.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481145374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.