Plan Ledger DOL Form 5500 · updated monthly

North Star Insurance Advisors401(k)

NORTH STAR EMPLOYEE RETIREMENT PLAN · WENTZVILLE, MO · plan year 2024

Reported admin expense ratio · 2024
2.06%

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

North Star Insurance Advisors reported $14,605 in plan administrative expenses for 2024: 2.06% of average plan assets, above the peer median. Employer contributions averaged $426 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Missouri (1,345th of 1,393), and 4,741st of 4,798 in finance & insurance. In 2024, employees put in $4.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$777,075
Participants with balances189
Active participants80
Employer contributions$34,118
Employee contributions$148,493
Employer contribution per active participant$426
Average account balance$4,112
Benefits paid to participants$120,363
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY , PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,605
Total administrative$14,605
The North Star Insurance Advisors 401(k) match · 2024
Employer contribution per active participant$426
Median for plans this size$540

North Star Insurance Advisors's 2024 employer contribution ran below the $540 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$11,879

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$14,605 · 2.06%
Same employer
Similar plansFinance & Insurance · Missouri
Unico Bank MO$2.5M · 0.06%
Guaranty Bank MO$1.0M · 0.94%
Wickfield Properties, LLC MI$822K · 1.21%
Continental Credit CO$790K · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474437116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.