Plan Ledger DOL Form 5500 · updated monthly

U.S. Engineering Company Holdings401(k)

U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

U.S. Engineering Company Holdings reported $98,582 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,999 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 0.25% to 0.21%. 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 314th-largest of 1,393 plans among Missouri employers on file, and the 2,690th of 11,654 in professional & technical services. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 358 to 406 since 2022.

Plan summary
Net assets, end of year$51,809,098
Participants with balances422
Active participants406
Employer contributions$1,623,750
Employee contributions$3,222,034
Employer contribution per active participant$3,999
Average account balance$122,770
Benefits paid to participants$4,475,734
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.8M · 422 accts · $1.6M emplr
2023$44.3M · 398 accts · $1.5M emplr
2022$38.5M · 398 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,101
Investment management$18,648
Trustee / custodial$45,833
Total administrative$98,582
The U.S. Engineering Company Holdings 401(k) match · 2024
Employer contribution per active participant$3,999
Median for plans this size$2,416
2024$3,999 per active participant
2023$3,974 per active participant
2022$3,973 per active participant

U.S. Engineering Company Holdings'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 · 20243
ALLEN GIBBS & HOULIK · Recordkeeping$34,101
BENEFIT TRUST COMPANY · Custodial (securities) · Trustee$45,833
FCI ADVISORS · Investment advisory (plan)$18,648

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

Recordkeeper by year2
2024ALLEN GIBBS & HOULIK, ALLEN GIBBS & HOULIK, LC
2023ALLEN GIBBS & HOULIK, ALLEN GIBBS & HOULIK, LC

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Administrative cost history3
2024$98,582 · 0.21%
2023$99,969 · 0.24%
2022$102,400 · 0.25%
All plans at this employer2
U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST401(k)
U. S. ENGINEERING COMPANY HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP
Same employer
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Andrews McMeel Universal MO$60.8M · 0.01%
Rose International, Inc. MO$56.9M · 0.25%
Cordell Law, LLP MO$47.5M · 0.23%
Barkley, Inc. MO$47.0M

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Source: U.S. Department of Labor, Form 5500 series, EIN 460934113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.