Plan Ledger DOL Form 5500 · updated monthly

Southlaw, P.C.401(k)

SOUTHLAW, P.C. 401(K) RETIREMENT PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Southlaw, P.C. reported $3,205 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,910 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 0.17% to 0.03%. 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 among the smaller plans on file in Kansas (425th of 828), and 7,157th of 11,654 in professional & technical services. In 2024, employees put in $3.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,786,041
Participants with balances123
Active participants89
Employer contributions$169,990
Employee contributions$509,976
Employer contribution per active participant$1,910
Average account balance$103,952
Benefits paid to participants$223,567
Plan auditUnmodified (clean) audit opinion
AuditorMARR AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 123 accts · $170K emplr
2023$10.9M · 133 accts · $184K emplr
2022$8.8M · 165 accts · $145K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,205
Total administrative$3,205
The Southlaw, P.C. 401(k) match · 2024
Employer contribution per active participant$1,910
Median for plans this size$2,416
2024$1,910 per active participant
2023$2,137 per active participant
2022$1,611 per active participant

Southlaw, P.C.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$3,205
ADP BROKER-DEALERindirect 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
2024ADP
2023ADP

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

Administrative cost history3
2024$3,205 · 0.03%
2023$2,835 · 0.03%
2022$16,189 · 0.17%
Similar plansProfessional & Technical Services · Kansas
Xenotech, L.L.C. KS$13.8M · 0.22%
Glmv Architecture, Inc. KS$13.4M · 0.45%
Security 1ST Title, LLC KS$13.1M · 0.99%
Infosync Services, LLC KS$12.7M · 0.50%
High Touch Holdings, Inc. KS$11.6M · 0.43%
Global Connections, Inc. KS$11.1M · 0.08%
Global Connections, Inc. KS$10.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431723981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.