Plan Ledger DOL Form 5500 · updated monthly

Osborn & Barr Communications, Inc.401(k)

OSBORN & BARR COMMUNICATIONS EMPLOYEE SAVINGS PLAN · CREVE COEUR, MO · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Osborn & Barr Communications, Inc. reported $57,998 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,331 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 0.43% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Missouri (759th of 1,393), and 7,194th of 11,654 in professional & technical services. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has shrunk from 107 to 47 since 2022.

Plan summary
Net assets, end of year$12,648,630
Participants with balances147
Active participants47
Employer contributions$203,535
Employee contributions$561,352
Employer contribution per active participant$4,331
Average account balance$86,045
Benefits paid to participants$1,817,944
Plan auditUnmodified (clean) audit opinion
AuditorKERBER, ECK & BRAECKEL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 147 accts · $204K emplr
2023$12.2M · 162 accts · $195K emplr
2022$10.8M · 194 accts · $248K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,998
Total administrative$57,998
The Osborn & Barr Communications, Inc. 401(k) match · 2024
Employer contribution per active participant$4,331
Median for plans this size$2,416
2024$4,331 per active participant
2023$2,745 per active participant
2022$2,315 per active participant

Osborn & Barr Communications, Inc.'s 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$57,997
CORRECT CAPITAL WEALTH MANAGEMENT, · Investment advisory (plan)indirect comp

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$57,998 · 0.47%
2023$54,443 · 0.47%
2022$50,111 · 0.43%
All plans at this employer2
OSBORN & BARR COMMUNICATIONS EMPLOYEE SAVINGS PLAN401(k)
OSBORN AND BARR COMMUNICATIONS, INC. EMPLOYEES STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Missouri
Kelly Mitchell Group, Inc. MO$13.7M · 0.56%
Monnig Global MO$13.6M · 0.63%
Environmental Works, Inc. MO$12.7M · 0.84%
Civil Design, Inc. MO$12.2M · 0.45%
Icc, Inc. MO$11.6M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431480127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.