Plan Ledger DOL Form 5500 · updated monthly

Tacony Corporation401(k)

TACONY CORPORATION RETIREMENT PLAN · FENTON, MO · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Tacony Corporation reported $174,187 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $7,337 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 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 340th-largest of 1,393 plans among Missouri employers on file, and the 3,331st of 13,661 in manufacturing. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has shrunk from 290 to 241 since 2022.

Plan summary
Net assets, end of year$46,262,474
Participants with balances398
Active participants241
Employer contributions$1,768,215
Employee contributions$1,559,444
Employer contribution per active participant$7,337
Average account balance$116,237
Benefits paid to participants$6,020,646
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.3M · 398 accts · $1.8M emplr
2023$44.0M · 426 accts · $1.8M emplr
2022$36.5M · 443 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,874
Investment management$94,313
Total administrative$174,187
The Tacony Corporation 401(k) match · 2024
Employer contribution per active participant$7,337
Median for plans this size$2,416
2024$7,337 per active participant
2023$6,290 per active participant
2022$6,625 per active participant

Tacony Corporation'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 · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$79,874
MONETA GROUP LLC · Investment advisory (plan)$94,313
CHARLES SCHWAB TRUST BANK · Custodial (securities)$17

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$174,187 · 0.39%
2023$179,291 · 0.45%
2022$152,336 · 0.40%
Same employer
Similar plansManufacturing · Missouri
Anchor Packaging, LLC MO$48.0M · 0.18%
Stupp Bros., Inc. MO$46.7M · 0.25%
Quaker Window Products Co MO$46.1M · 0.39%
Lico, Inc. MO$45.7M · 0.23%
Ipl US Holding Company MO$44.6M · 0.35%
The Durham Co. MO$44.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430742269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.