Plan Ledger DOL Form 5500 · updated monthly

Shuttleworth & Ingersoll, P.L.C.401(k)

SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN · CEDAR RAPIDS, IA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Shuttleworth & Ingersoll, P.L.C. reported $84,574 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $19,479 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 216th-largest of 878 plans among Iowa employers on file, and the 3,067th of 11,654 in professional & technical services. In 2024, the employer put in $4.75 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$43,761,518
Participants with balances125
Active participants103
Employer contributions$2,006,333
Employee contributions$422,297
Employer contribution per active participant$19,479
Average account balance$350,092
Benefits paid to participants$429,348
Plan auditUnmodified (clean) audit opinion
The Shuttleworth & Ingersoll, P.L.C. 401(k) match · 2024
Employer contribution per active participant$19,479
Median for plans this size$2,416

Shuttleworth & Ingersoll, P.L.C.'s 2024 employer contribution ran above the $2,416 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
MERRILL LYNCH, PIERCE FENNER AND S · Recordkeeping$84,815

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

Administrative cost history1
2024$84,574 · 0.21%
Similar plansProfessional & Technical Services · Iowa
Veenstra & Kimm, Inc. IA$57.1M · 0.27%
Rdg Planning & Design, Inc. IA$57.0M · 0.29%
Quality Consulting, Inc. IA$49.0M · 0.30%
Lightedge Solutions, LLC IA$41.9M · 0.08%
Opn Architects, Inc. IA$40.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421496619 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.