Plan Ledger DOL Form 5500 · updated monthly

The Principia Corporation403(b)

THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY & STAFF · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

The Principia Corporation reported $8,278 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,989 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 0.04% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 153rd-largest of 1,393 plans among Missouri employers on file, and the 423rd of 3,091 in educational services. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$130,093,131
Participants with balances1,147
Active participants531
Employer contributions$1,587,152
Employee contributions$3,288,768
Employer contribution per active participant$2,989
Average account balance$113,420
Benefits paid to participants$8,232,396
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$130.1M · 1,147 accts · $1.6M emplr
2023$120.1M · 1,104 accts · $1.5M emplr
2022$106.9M · 1,110 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,278
Total administrative$8,278
Employer contributions to the The Principia Corporation plan · 2024
Employer contribution per active participant$2,989
Median for plans this size$3,635
2024$2,989 per active participant
2023$2,677 per active participant
2022$2,147 per active participant

The Principia Corporation's 2024 employer contribution ran below the $3,635 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$7,918
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$8,278 · 0.01%
2023$8,395 · 0.01%
2022$42,221 · 0.04%
Same employer
Similar plansEducational Services · Missouri
Saint Louis University MO$962.4M · 0.05%
University Health Physicians MO$253.9M · 0.09%
Webster University MO$232.6M · 0.10%
Kansas City University MO$97.0M · 0.10%
Rockhurst University MO$87.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430652667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.