Plan Ledger DOL Form 5500 · updated monthly

National Cart Co., LLC401(k)

NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN · ST. CHARLES, MO · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

National Cart Co., LLC reported $101,536 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $4,205 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 0.55% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 472nd-largest of 1,393 plans among Missouri employers on file, and the 4,651st of 13,661 in manufacturing. In 2024, employees put in $1.14 for every $1.00 the employer contributed; active participation has grown from 189 to 215 since 2022.

Plan summary
Net assets, end of year$28,582,665
Participants with balances267
Active participants215
Employer contributions$904,068
Employee contributions$1,032,395
Employer contribution per active participant$4,205
Average account balance$107,051
Benefits paid to participants$979,965
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 267 accts · $904K emplr
2023$24.6M · 220 accts · $791K emplr
2022$18.8M · 230 accts · $770K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,635
Investment management$46,855
Audit (IQPA)$14,046
Total administrative$101,536
The National Cart Co., LLC 401(k) match · 2024
Employer contribution per active participant$4,205
Median for plans this size$2,416
2024$4,205 per active participant
2023$4,393 per active participant
2022$4,072 per active participant

National Cart Co., 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 · 20245
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$40,635
MONETA GROUP LLC · Investment advisory (plan)$46,855
WIPFLI, LLP · Accounting / audit$14,046
CHARLES SCHWAB TRUST BANK · Custodial (securities)$2

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$101,536 · 0.38%
2023$120,333 · 0.55%
2022$96,932 · 0.55%
Same employer
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Modern Litho, Inc. MO$29.5M · 0.28%
W. W. Wood Products, Inc. MO$29.4M · 0.81%
Havco Wood Products LLC MO$29.0M · 0.37%
Weber, Inc. MO$28.3M · 0.06%
Window Technology, Inc. MO$26.8M · 0.01%
Supplylogic, LLC dba Slwm MO$26.3M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202238318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.