Plan Ledger DOL Form 5500 · updated monthly

Russell Stover Chocolates, LLC401(k)

LINDT & SPRUNGLI NORTH AMERICA, INC. AND RUSSELL STOVER CHOCOLATES, LLC 401(K) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Russell Stover Chocolates, LLC reported $139,301 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $1,470 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 0.20% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 204th-largest of 1,393 plans among Missouri employers on file, and the 2,045th of 13,661 in manufacturing. In 2024, employees put in $3.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,255,338
Participants with balances1,932
Active participants1,606
Employer contributions$2,361,014
Employee contributions$7,262,769
Employer contribution per active participant$1,470
Average account balance$46,716
Benefits paid to participants$12,382,742
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.3M · 1,932 accts · $2.4M emplr
2023$80.8M · 1,984 accts · $2.2M emplr
2022$72.6M · 2,060 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$139,301
Total administrative$139,301
The Russell Stover Chocolates, LLC 401(k) match · 2024
Employer contribution per active participant$1,470
Median for plans this size$3,635
2024$1,470 per active participant
2023$1,380 per active participant
2022$1,199 per active participant

Russell Stover Chocolates, LLC's 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$139,301
WILSHIRE ADVISORS LLC · 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$139,301 · 0.16%
2023$149,459 · 0.19%
2022$160,946 · 0.20%
Same employer
Similar plansManufacturing · Missouri
Spartech LLC MO$100.7M · 0.17%
Sunnen Products Company MO$98.1M · 0.15%
Multivac, Inc. MO$92.3M · 0.04%
Lmi Aerospace, Inc. MO$89.2M · 0.26%
Novus International, Inc. MO$88.9M · 0.07%
Ammega US Inc MO$87.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431243415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.