Plan Ledger DOL Form 5500 · updated monthly

Populous Group, LLC401(k)

POPULOUS 401(K) RETIREMENT SAVINGS PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Populous Group, LLC reported $158,085 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $3,910 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 0.17% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 197th-largest of 1,393 plans among Missouri employers on file, and the 1,591st of 11,654 in professional & technical services. In 2024, employees put in $2.29 for every $1.00 the employer contributed; active participation has grown from 386 to 605 since 2022.

Plan summary
Net assets, end of year$94,885,832
Participants with balances712
Active participants605
Employer contributions$2,365,253
Employee contributions$5,419,276
Employer contribution per active participant$3,910
Average account balance$133,267
Benefits paid to participants$2,324,797
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS FORMERLY BKD
Plan history3
Yearassets · accounts · employer contribution
2024$94.9M · 712 accts · $2.4M emplr
2023$76.2M · 573 accts · $1.8M emplr
2022$62.0M · 492 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,964
Investment management$100,121
Total administrative$158,085
The Populous Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,910
Median for plans this size$3,635
2024$3,910 per active participant
2023$3,909 per active participant
2022$3,670 per active participant

Populous Group, LLC's 2024 employer contribution ran above the $3,635 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 · 20243
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$84,730
EMPOWER ADVISORY GROUP, LLC · Investment management$15,391

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$158,085 · 0.18%
2023$130,268 · 0.19%
2022$118,715 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Missouri
Mriglobal MO$113.2M · 0.13%
Amdocs IT Services, LLC MO$111.7M · 0.03%
Ncm Associates, Inc. MO$86.3M · 0.10%
Ansira Partners II, LLC MO$80.9M · 0.35%
Brown & James, P.C. MO$73.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431872565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.