Plan Ledger DOL Form 5500 · updated monthly

Toth & Associates, Inc.401(k)

TOTH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Toth & Associates, Inc. reported $22,508 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,841 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 0.15% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 569th-largest of 1,393 plans among Missouri employers on file, and the 5,258th of 11,654 in professional & technical services. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves; active participation has grown from 139 to 179 since 2022.

Plan summary
Net assets, end of year$21,687,592
Participants with balances193
Active participants179
Employer contributions$1,403,543
Employee contributions$1,262,688
Employer contribution per active participant$7,841
Average account balance$112,371
Benefits paid to participants$386,098
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.7M · 193 accts · $1.4M emplr
2023$16.8M · 165 accts · $1.2M emplr
2022$12.2M · 152 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,510
Investment management$6,998
Total administrative$22,508
The Toth & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$7,841
Median for plans this size$2,416
2024$7,841 per active participant
2023$7,947 per active participant
2022$12,163 per active participant

Toth & Associates, Inc.'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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,998

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$22,508 · 0.12%
2023$19,297 · 0.13%
2022$18,347 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Missouri
Own, Inc. MO$23.9M · 0.17%
Brown & Crouppen, P.C. MO$23.0M · 0.27%
Technology Partners, Inc. MO$22.8M · 0.51%
Lawrence Group People, LLC MO$22.5M · 0.32%
Group 360, Inc. MO$21.2M · 0.39%
Hughesleahykarlovic, Inc. MO$20.5M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200504110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.