Plan Ledger DOL Form 5500 · updated monthly

The Daniel and Henry Co.401(k)

THE DANIEL AND HENRY CO. SALARY SAVINGS PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

The Daniel and Henry Co. reported $83,506 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,128 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 rose from 0.34% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 546th-largest of 1,393 plans among Missouri employers on file, and 2,826th of 4,798 in finance & insurance. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,995,386
Participants with balances138
Active participants124
Employer contributions$387,828
Employee contributions$853,281
Employer contribution per active participant$3,128
Average account balance$166,633
Benefits paid to participants$3,938,703
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.0M · 138 accts · $388K emplr
2023$22.8M · 131 accts · $323K emplr
2022$22.4M · 136 accts · $308K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,260
Investment management$41,246
Total administrative$83,506
The The Daniel and Henry Co. 401(k) match · 2024
Employer contribution per active participant$3,128
Median for plans this size$2,416
2024$3,128 per active participant
2023$2,807 per active participant
2022$2,587 per active participant

The Daniel and Henry Co.'s 2024 employer contribution ran above 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 · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$42,260
MONETA GROUP LLC · Investment advisory (plan)$41,246
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect 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
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$83,506 · 0.36%
2023$83,525 · 0.37%
2022$85,409 · 0.34%
Same employer
Similar plansFinance & Insurance · Missouri
Mid-Missouri Bank MO$24.0M · 0.31%
Clearent, LLC MO$22.9M · 0.57%
Cnb St. Louis Bank MO$20.8M · 0.38%
Mid America Bank MO$19.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430634945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.