Plan Ledger DOL Form 5500 · updated monthly

Schmuhl Brothers, Inc.401(k)

SCHMUHL BROTHERS, INC. 401(K) PLAN · KANSAS CITY, KS · plan year 2024

Reported admin expense ratio · 2024
0.26%

Schmuhl Brothers, Inc. reported $2,130 in plan administrative expenses for 2024: 0.26% of average plan assets, lower than ~75% of peers. 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 1.11% to 0.26%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Kansas (799th of 828), and 2,328th of 2,677 in transportation & warehousing. active participation has shrunk from 139 to 84 since 2022.

Plan summary
Net assets, end of year$873,094
Participants with balances117
Active participants84
Employer contributions—
Employee contributions$171,554
Employer contribution per active participant—
Average account balance$7,462
Benefits paid to participants$148,327
Plan auditUnmodified (clean) audit opinion
AuditorADAMS BROWN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$873K · 117 accts
2023$758K · 132 accts
2022$514K · 121 accts
Administrative expenses, itemized · 2024
Investment management$2,130
Total administrative$2,130
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.

Administrative cost history3
2024$2,130 · 0.26%
2023$2,080 · 0.33%
2022$5,362 · 1.11%
Same employer
Similar plansTransportation & Warehousing · Kansas
Pinch Flatbed, Inc. KS$2.8M · 0.86%
Mies & Sons Trucking, LLC KS$2.6M · 0.84%
Scout Logistics KS$2.1M · 0.86%
Dugan Truck Line, LLC KS$1.7M · 1.39%
Southwind Enterprises Inc KS$739K · 1.57%
Railcrew Xpress KS$578K · 2.06%
Henry Industries, Inc. KS$451K · 0.79%
Venus LLC KS$428K · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450448178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.