Plan Ledger DOL Form 5500 · updated monthly

Natoli Engineering Company, Inc.401(k)

NATOLI ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN · ST. CHARLES, MO · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Natoli Engineering Company, Inc. reported $39,474 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $911 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 0.16% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Missouri (876th of 1,393), and 9,085th of 13,661 in manufacturing. In 2024, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,328,406
Participants with balances206
Active participants295
Employer contributions$268,639
Employee contributions$717,125
Employer contribution per active participant$911
Average account balance$45,284
Benefits paid to participants$902,173
Plan auditUnmodified (clean) audit opinion
AuditorKIEFER BONFANTI & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 206 accts · $269K emplr
2023$8.2M · 196 accts · $239K emplr
2022$7.9M · 211 accts · $217K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,474
Total administrative$39,474
The Natoli Engineering Company, Inc. 401(k) match · 2024
Employer contribution per active participant$911
Median for plans this size$1,313
2024$911 per active participant
2023$779 per active participant
2022$727 per active participant

Natoli Engineering Company, Inc.'s 2024 employer contribution ran below 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,073
KIEFER BONFANTI & CO. LLP · Accounting / audit$10,000

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$39,474 · 0.45%
2023$26,390 · 0.33%
2022$13,892 · 0.16%
Same employer
Similar plansManufacturing · Missouri
Curtis-Toledo, Inc. MO$9.5M · 0.63%
Linkone Holdings, Inc. MO$9.5M · 0.61%
Rx Systems, Inc. MO$9.1M · 0.69%
Polytainers, Inc. MO$9.0M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362768378 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.