Plan Ledger DOL Form 5500 · updated monthly

Safety National Casualty Corporation401(k)

SAFETY NATIONAL CASUALTY CORPORATION SAVINGS & PROFIT SHARING PLAN · ST LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Safety National Casualty Corporation reported $27,730 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,277 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 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 96th-largest of 1,393 plans among Missouri employers on file, and the 498th of 4,798 in finance & insurance. In 2024, the employer put in $1.29 for every $1.00 employees contributed themselves; active participation has grown from 680 to 798 since 2022.

Plan summary
Net assets, end of year$251,177,028
Participants with balances974
Active participants798
Employer contributions$12,988,909
Employee contributions$10,050,760
Employer contribution per active participant$16,277
Average account balance$257,882
Benefits paid to participants$18,159,103
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$251.2M · 974 accts · $13.0M emplr
2023$203.9M · 880 accts · $7.2M emplr
2022$163.1M · 829 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,380
Investment management$350
Total administrative$27,730
The Safety National Casualty Corporation 401(k) match · 2024
Employer contribution per active participant$16,277
Median for plans this size$3,635
2024$16,277 per active participant
2023$9,839 per active participant
2022$9,596 per active participant

Safety National Casualty Corporation's 2024 employer contribution ran above the $3,635 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$129,348

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Safety National Casualty Corporation 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$27,730 · 0.01%
2023$28,922 · 0.02%
2022$28,372 · 0.02%
Same employer
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Stonex Group Inc. MO$309.2M · 0.06%
Americo Services, Inc. MO$262.4M · 0.09%
First Bank MO$191.9M · 0.01%
Lumeris Healthcare Outcomes MO$165.6M · 0.12%
Moneta Group LLC MO$144.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430727872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.