Plan Ledger DOL Form 5500 · updated monthly

Stowers Resource Management Inc.Profit-sharing plan

STOWERS GROUP RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Stowers Resource Management Inc. reported $13,359 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,911 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 0.013%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 178th-largest of 1,393 plans among Missouri employers on file, and the 1,402nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$108,615,130
Participants with balances595
Active participants401
Employer contributions$5,578,320
Employee contributions—
Employer contribution per active participant$13,911
Average account balance$182,546
Benefits paid to participants$6,359,481
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAS P C
Plan history3
Yearassets · accounts · employer contribution
2024$108.6M · 595 accts · $5.6M emplr
2023$98.5M · 602 accts · $5.3M emplr
2022$86.3M · 574 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84
Investment management$13,275
Total administrative$13,359
Employer contributions to the Stowers Resource Management Inc. plan · 2024
Employer contribution per active participant$13,911
Median for plans this size$3,635
2024$13,911 per active participant
2023$13,363 per active participant
2022$11,999 per active participant

Stowers Resource Management Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
MARINER LLC · Investment advisory (participants)$13,275
CHARLES SCHWAB & CO., INC. · Securities brokerage$460

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

Administrative cost history3
2024$13,359 · 0.01%
2023$12,112 · 0.01%
2022$12,135 · 0.01%
All plans at this employer2
STOWERS GROUP RETIREMENT PLANProfit-sharing plan
STOWERS GROUP 403(B) SAVINGS PLAN403(b)
Same employer
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Roeslein & Associates, Inc. MO$156.6M · 0.17%
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Mriglobal MO$113.2M · 0.13%
Amdocs IT Services, LLC MO$111.7M · 0.03%
Populous Group, LLC MO$94.9M · 0.18%
Ncm Associates, Inc. MO$86.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412186719 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.