Plan Ledger DOL Form 5500 · updated monthly

St. Louis Heart & Vascular, P.C.401(k)

ST. LOUIS HEART & VASCULAR 401K PLAN · BRIDGETON, MO · plan year 2023

Reported admin expense ratio · 2023
0.38%

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

St. Louis Heart & Vascular, P.C. reported $64,943 in plan administrative expenses for 2023: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,585 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 has held roughly steady near 0.377%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 622nd-largest of 1,393 plans among Missouri employers on file, and the 3,853rd of 11,911 in health care & social assistance. In 2023, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,811,075
Participants with balances126
Active participants100
Employer contributions$258,466
Employee contributions$510,059
Employer contribution per active participant$2,585
Average account balance$149,294
Benefits paid to participants$469,627
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $2K emplr
2023$18.8M · 126 accts · $258K emplr
2022$15.6M · 125 accts · $247K emplr
Administrative expenses, itemized · 2023
Investment management$64,943
Total administrative$64,943
The St. Louis Heart & Vascular, P.C. 401(k) match · 2023
Employer contribution per active participant$2,585
Median for plans this size$2,440
2023$2,585 per active participant
2022$2,327 per active participant

St. Louis Heart & Vascular, P.C.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
BENEFIT PLANS PLUS · Recordkeeping$14,291
AMERICAN FUNDS · Recordkeeping · Investment management$1,350

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

Recordkeeper by year2
2024AMERICAN FUNDS, BENEFIT PLANS PLUS
2023AMERICAN FUNDS, BENEFIT PLANS PLUS

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

Administrative cost history3
2024Not separately reported
2023$64,943 · 0.38%
2022$65,547 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Great Circle MO$19.4M · 0.61%
Cornerstones of Care MO$18.5M · 0.39%
St. Louis Arc, Inc. MO$18.2M · 0.46%
Metro Imaging, LLC MO$15.7M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431637707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.