Plan Ledger DOL Form 5500 · updated monthly

The Barstow School403(b)

THE BARSTOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

The Barstow School reported $62,586 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,437 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 0.37% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 492nd-largest of 1,393 plans among Missouri employers on file, and the 1,371st of 3,091 in educational services. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,859,751
Participants with balances271
Active participants463
Employer contributions$665,185
Employee contributions$857,512
Employer contribution per active participant$1,437
Average account balance$99,113
Benefits paid to participants$3,239,253
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT CHANEY & MCMULLEN
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 271 accts · $665K emplr
2023$25.4M · 272 accts · $650K emplr
2022$21.4M · 272 accts · $536K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,586
Investment management$30,000
Total administrative$62,586
Employer contributions to the The Barstow School plan · 2024
Employer contribution per active participant$1,437
Median for plans this size$2,416
2024$1,437 per active participant
2023$1,444 per active participant
2022$1,188 per active participant

The Barstow School'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
LINCOLN NATIONAL CORPORATION · Contract administrator$32,586
PRIME CAPITAL INVESTMENT ADVISORS · Investment advisory (plan)$30,000

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$62,586 · 0.24%
2023$71,606 · 0.31%
2022$85,146 · 0.37%
Same employer
Similar plansEducational Services · Missouri
Westminster College MO$31.5M · 0.18%
Logan University MO$29.8M · 0.02%
Culver Stockton College MO$29.5M · 0.00%
Stephens College MO$26.4M · 0.06%
William Woods University MO$21.7M · 0.47%
Whitfield School MO$19.9M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440546207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.