Plan Ledger DOL Form 5500 · updated monthly

Shook, Hardy & Bacon L.L.P.401(k)

SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Shook, Hardy & Bacon L.L.P. reported $362,119 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $14,485 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 3 years on file its reported administrative ratio has held roughly steady near 0.058%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 49th-largest of 1,393 plans among Missouri employers on file, and the 272nd of 11,654 in professional & technical services. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$650,782,045
Participants with balances1,806
Active participants1,204
Employer contributions$17,440,279
Employee contributions$14,873,250
Employer contribution per active participant$14,485
Average account balance$360,344
Benefits paid to participants$46,919,671
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$650.8M · 1,806 accts · $17.4M emplr
2023$588.7M · 1,757 accts · $15.3M emplr
2022$496.5M · 1,728 accts · $15.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$148,202
Investment management$213,917
Total administrative$362,119
The Shook, Hardy & Bacon L.L.P. 401(k) match · 2024
Employer contribution per active participant$14,485
Median for plans this size$4,294
2024$14,485 per active participant
2023$13,170 per active participant
2022$13,129 per active participant

Shook, Hardy & Bacon L.L.P.'s 2024 employer contribution ran above the $4,294 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 · 202410
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$148,202
CAPITAL MGMT SERVICES INC · Securities brokerage$63,303
YUKON WEALTH MANAGEMENT INC · Securities brokerage$53,941
TFB ADVISORS LLC · Investment management$29,604
COUNTRY CLUB BANK · Investment management$19,085
CREATIVEONE SECURITIES LLC · Securities brokerage$14,142
CANVAS WEALTH ADVISORS LLC · Securities brokerage$11,976
LARSON FINANCIAL GROUP LLC · Securities brokerage$9,165
CHARLES SCHWAB & CO., INC. · Securities brokerage$720
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$362,119 · 0.06%
2023$362,185 · 0.07%
2022$331,590 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Missouri
H&R Block Management, LLC MO$1.1B · 0.11%
Amdocs, Inc. MO$850.8M · 0.01%
Magellan Health, Inc. MO$702.5M · 0.08%
Husch Blackwell LLP MO$659.2M · 0.03%
Stinson LLP MO$613.5M · 0.02%
Polsinelli PC MO$518.1M · 0.02%
Thompson Coburn LLP MO$484.3M · 0.13%
Perficient, Inc. MO$391.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440585497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.