Plan Ledger DOL Form 5500 · updated monthly

Pony Bird, Inc.401(k)

PONY BIRD RETIREMENT PLAN · MAPAVILLE, MO · plan year 2024

Reported admin expense ratio · 2024
1.04%

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

Pony Bird, Inc. reported $74,546 in plan administrative expenses for 2024: 1.04% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,452 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 0.71% to 1.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (960th of 1,393), and 6,676th of 11,911 in health care & social assistance. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,459,960
Participants with balances218
Active participants198
Employer contributions$287,422
Employee contributions$422,752
Employer contribution per active participant$1,452
Average account balance$34,220
Benefits paid to participants$743,881
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 218 accts · $287K emplr
2023$6.8M · 213 accts · $268K emplr
2022$5.7M · 208 accts · $105K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,119
Investment management$1,427
Total administrative$74,546
The Pony Bird, Inc. 401(k) match · 2024
Employer contribution per active participant$1,452
Median for plans this size$1,313
2024$1,452 per active participant
2023$1,367 per active participant
2022$553 per active participant

Pony Bird, Inc.'s 2024 employer contribution ran above the $1,313 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
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$1,154
WILSHIRE ASSOCIATES INC(USA) · Investment advisory (participants)$1,427
BENEFIT PLANS PLUS, LLC · Contract administrator$75

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
2023John Hancock

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

Administrative cost history3
2024$74,546 · 1.04%
2023$65,741 · 1.05%
2022$27,299 · 0.71%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Ability Kc MO$7.8M · 0.52%
Places for People Inc. MO$7.5M · 0.02%
Familyforward MO$7.4M · 0.23%
Community Living, Inc. MO$7.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431188096 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.