Plan Ledger DOL Form 5500 · updated monthly

Peterson Enterprises, Inc.401(k)

PETERSON ENTERPRISES, INC. 401K SAVINGS PLAN AND TRUST · SAINT LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Peterson Enterprises, Inc. reported $38,213 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $414 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 0.05% to 0.49%. 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 (910th of 1,393), and 9,355th of 13,661 in manufacturing. In 2024, employees put in $6.12 for every $1.00 the employer contributed; active participation has grown from 123 to 160 since 2022.

Plan summary
Net assets, end of year$8,701,449
Participants with balances98
Active participants160
Employer contributions$66,307
Employee contributions$406,122
Employer contribution per active participant$414
Average account balance$88,790
Benefits paid to participants$891,891
Plan auditUnmodified (clean) audit opinion
AuditorABELES AND HOFFMAN P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 98 accts · $66K emplr
2023$6.8M · 9 accts · $62K emplr
2022$6.3M · 100 accts · $55K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,641
Investment management$1,572
Total administrative$38,213
The Peterson Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$414
Median for plans this size$1,313
2024$414 per active participant
2023$495 per active participant
2022$446 per active participant

Peterson Enterprises, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
JOHN HANCOCK · Recordkeeping$36,669
MORGAN STANLEY SMITH BARNEY · 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.

Recordkeeper by year2
2024John Hancock
2023EKON BENEFITS, John Hancock

This plan has changed recordkeepers within these filings. If you left Peterson Enterprises, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,213 · 0.49%
2023$6,206 · 0.09%
2022$3,395 · 0.05%
Same employer
Similar plansManufacturing · Missouri
Polytainers, Inc. MO$9.0M · 0.56%
Biotab LLC MO$9.0M · 0.36%
Handicare USA, Inc. MO$8.9M · 0.41%
Lifeline Foods, LLC MO$8.9M · 0.77%
Meyer Laboratory, Inc. MO$8.5M · 0.40%
Johnson Heater Corp MO$8.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208670746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.