Plan Ledger DOL Form 5500 · updated monthly

National Rarities LLC401(k)

NATIONAL RARITIES LLC 401(K) PLAN · SAINT LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
1.10%

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

National Rarities LLC reported $22,574 in plan administrative expenses for 2024: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,327 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.

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 (1,207th of 1,393), and 3,965th of 4,246 in wholesale trade. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,728,419
Participants with balances211
Active participants196
Employer contributions$456,138
Employee contributions$698,324
Employer contribution per active participant$2,327
Average account balance$12,931
Benefits paid to participants$16,552
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,515
Investment management$11,059
Total administrative$22,574
The National Rarities LLC 401(k) match · 2024
Employer contribution per active participant$2,327
Median for plans this size$1,313

National Rarities LLC's 2024 employer contribution ran above the $1,313 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
RETIREMENT PLAN CONSULTANTS, LLC · Plan administrator · Consulting$11,515
THE CHAMBERLIN GROUP · Investment advisory (participants) · Investment advisory (plan)$9,216

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

Administrative cost history1
2024$22,574 · 1.10%
Same employer
Similar plansWholesale Trade · Missouri
Paris Brothers, Inc. MO$4.0M · 1.10%
Semco Distributing, Inc. MO$3.2M · 0.50%
Ayers Oil Company MO$2.7M · 0.57%
United Fruit and Produce MO$536K · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271103669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.