Plan Ledger DOL Form 5500 · updated monthly

Scarbrough Group, Inc.401(k)

THE SCARBROUGH GROUP, INC. 401(K) SAVINGS PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Scarbrough Group, Inc. reported $44,636 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $3,255 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 1 year on file its reported administrative ratio fell from 0.72% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Missouri (953rd of 1,393), and the 1,329th of 2,677 in transportation & warehousing. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,617,155
Participants with balances192
Active participants162
Employer contributions$527,363
Employee contributions$511,590
Employer contribution per active participant$3,255
Average account balance$39,673
Benefits paid to participants$1,093,659
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.6M · 192 accts · $527K emplr
2023$6.8M · 194 accts · $448K emplr
Administrative expenses, itemized · 2024
Investment management$40,786
Trustee / custodial$3,850
Total administrative$44,636
The Scarbrough Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,255
Median for plans this size$1,313
2024$3,255 per active participant
2023$2,968 per active participant

Scarbrough Group, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$40,896
ENTERPRISE BANK & TRUST · Investment advisory (plan)$4,723

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history2
2024$44,636 · 0.62%
2023$43,074 · 0.72%
Similar plansTransportation & Warehousing · Missouri
Sunset Transportation, LLC MO$10.4M · 0.53%
Wilson Logistics, Inc. MO$8.7M · 0.25%
Opies Transport, Inc. MO$7.7M · 0.59%
Iwx Motor Freight, LLC MO$6.7M · 0.65%
Artur Express Inc. MO$5.6M · 1.48%
Jet Midwest, Inc. MO$5.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 883229656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.