Plan Ledger DOL Form 5500 · updated monthly

Newcomer Funeral Service Group, Inc.401(k)

NEWCOMER FUNERAL SERVICE GROUP RETIREMENT PLAN · TOPEKA, KS · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Newcomer Funeral Service Group, Inc. reported $102,543 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $1,041 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 0.54% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 256th-largest of 828 plans among Kansas employers on file, and the 898th of 3,341 in other services. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 459 to 862 since 2022.

Plan summary
Net assets, end of year$24,269,784
Participants with balances524
Active participants862
Employer contributions$897,694
Employee contributions$1,822,241
Employer contribution per active participant$1,041
Average account balance$46,316
Benefits paid to participants$2,333,246
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT, CHANEY AND MCMULLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.3M · 524 accts · $898K emplr
2023$20.9M · 516 accts · $784K emplr
2022$17.5M · 496 accts · $740K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,498
Audit (IQPA)$48,045
Total administrative$102,543
The Newcomer Funeral Service Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,041
Median for plans this size$2,416
2024$1,041 per active participant
2023$1,101 per active participant
2022$1,613 per active participant

Newcomer Funeral Service Group, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$54,498
MG TRUST COMPANY DBA MATRIX TRUST C · Recordkeeping · Consultingindirect comp
MARINER, LLC · Investment advisory (plan)$38,445
PICKETT, CHANEY, MCMULLEN LLP, CPA · Accounting / audit$9,600

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

Recordkeeper by year2
2024MG TRUST COMPANY DBA MATRIX TRUST C, OneAmerica
2023MG TRUST COMPANY DBA MATRIX TRUST C, OneAmerica

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

Administrative cost history3
2024$102,543 · 0.45%
2023$92,721 · 0.48%
2022$100,794 · 0.54%
Same employer
Similar plansOther Services · Kansas
Cstk Inc. KS$37.2M · 0.18%
Unbound KS$22.3M · 0.21%
Pk Companies Group, LLC KS$15.3M · 0.75%
Ibew Local Union No 226 KS$12.0M · 1.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481142399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.