Plan Ledger DOL Form 5500 · updated monthly

Traders General Agency, Inc.401(k)

TRADERS GENERAL AGENCY, INC. 401(K) PROFIT SHARING PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
1.03%

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

Traders General Agency, Inc. reported $56,512 in plan administrative expenses for 2024: 1.03% of average plan assets, higher than ~75% of peers. Employer contributions averaged $745 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 0.55% to 1.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Missouri (1,031st of 1,393), and 634th of 786 in management of companies. In 2024, employees put in $4.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,024,074
Participants with balances92
Active participants154
Employer contributions$114,681
Employee contributions$488,552
Employer contribution per active participant$745
Average account balance$65,479
Benefits paid to participants$278,971
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 92 accts · $115K emplr
2023$4.9M · 106 accts · $72K emplr
2022$4.0M · 106 accts · $69K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,880
Investment management$22,632
Total administrative$56,512
The Traders General Agency, Inc. 401(k) match · 2024
Employer contribution per active participant$745
Median for plans this size$1,313
2024$745 per active participant
2023$552 per active participant
2022$460 per active participant

Traders General Agency, Inc.'s 2024 employer contribution ran below the $1,313 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
MARINER RETIREMENT ADVISORS LLC · Investment advisory (plan)$22,632

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$56,512 · 1.03%
2023$36,986 · 0.83%
2022$25,717 · 0.55%
Same employer
Similar plansManagement of Companies · Missouri
Ftl Capital, LLC MO$9.2M · 0.04%
Focus Bank MO$7.5M
Snorkel International LLC MO$6.6M · 0.44%
The Kincaid Group KS$6.1M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263538168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.