Plan Ledger DOL Form 5500 · updated monthly

Tkg-Storagemart Partners, LP401(k)

STORAGEMART 401(K) PLAN · COLUMBIA, MO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Tkg-Storagemart Partners, LP reported $19,587 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,052 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 0.05% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 417th-largest of 1,393 plans among Missouri employers on file, and the 417th of 2,096 in real estate & leasing. In 2024, the employer put in $1.56 for every $1.00 employees contributed themselves; active participation has grown from 533 to 609 since 2022.

Plan summary
Net assets, end of year$33,279,321
Participants with balances704
Active participants609
Employer contributions$3,685,810
Employee contributions$2,361,228
Employer contribution per active participant$6,052
Average account balance$47,272
Benefits paid to participants$2,572,118
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS-KEEPERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$33.3M · 704 accts · $3.7M emplr
2023$25.6M · 614 accts · $3.2M emplr
2022$18.9M · 550 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,587
Total administrative$19,587
The Tkg-Storagemart Partners, LP 401(k) match · 2024
Employer contribution per active participant$6,052
Median for plans this size$2,416
2024$6,052 per active participant
2023$5,295 per active participant
2022$5,166 per active participant

Tkg-Storagemart Partners, LP'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 · 20242
ADP, INC. · Recordkeeping$13,836

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$19,587 · 0.07%
2023$15,104 · 0.07%
2022$10,482 · 0.05%
Same employer
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The Crawford Group, Inc. MO$6.5B · 0.01%
Drury Hotels Company, LLC MO$117.1M · 0.18%
Equipmentshare.com, Inc. MO$80.3M · 0.33%
Northpoint Development, LLC MO$69.6M · 0.41%
Drury Southwest, Inc. MO$30.8M · 0.10%
James B Nutter & Company MO$28.0M · 0.26%
Bear Holdings, LLC MO$25.4M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431865110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.