Plan Ledger DOL Form 5500 · updated monthly

O'Fallon Casting, LLC401(k)

O'FALLON CASTING, LLC 401(K) PLAN · O FALLON, MO · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

O'Fallon Casting, LLC reported $60,058 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,092 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 0.45% to 0.35%. 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 649th-largest of 1,393 plans among Missouri employers on file, and the 6,423rd of 13,661 in manufacturing. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 203 to 229 since 2022.

Plan summary
Net assets, end of year$17,671,246
Participants with balances291
Active participants229
Employer contributions$708,060
Employee contributions$882,778
Employer contribution per active participant$3,092
Average account balance$60,726
Benefits paid to participants$2,349,893
Plan auditUnmodified (clean) audit opinion
AuditorSCHMERSAHL, TRELOAR & CO
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 291 accts · $708K emplr
2023$16.7M · 286 accts · $644K emplr
2022$16.5M · 273 accts · $567K emplr
Administrative expenses, itemized · 2024
Investment management$60,058
Total administrative$60,058
The O'Fallon Casting, LLC 401(k) match · 2024
Employer contribution per active participant$3,092
Median for plans this size$2,416
2024$3,092 per active participant
2023$3,140 per active participant
2022$2,791 per active participant

O'Fallon Casting, LLC's 2024 employer contribution ran above the $2,416 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 · 20244
KRILOGY FINANCIAL LLC$23,353
KRILOGY FINANCIAL LLC · Investment advisory (plan)$23,353
HUNTLEIGH ADVISORS INC · Investment advisory (plan)$18,871
PENSION AND RETIREMENT SERVICES · Contract administrator · Investment advisory (plan)$1,295

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$60,058 · 0.35%
2023$60,857 · 0.37%
2022$81,261 · 0.45%
Same employer
Similar plansManufacturing · Missouri
Magnet, LLC MO$17.9M · 0.19%
Control Devices, LLC MO$17.7M · 0.67%
Stereotaxis, Inc. MO$16.8M · 0.42%
American Pulverizer Company MO$16.6M · 0.46%
Alphapointe MO$16.2M · 0.06%
Positronic Industries, Inc. MO$16.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043777356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.