Retirement plan

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN

Name: ALLGEIER, MARTIN & ASSOCIATES, INC. - ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: ALLGEIER, MARTIN & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN, ALLGEIER, MARTIN & ASSOCIATES, INC.

ALLGEIER, MARTIN & ASSOCIATES, INC.EIN 43-1146318Plan #001PY 2024

P.O. BOX 2627 - JOPLIN, MO 648032627417-680-7200amce.comLinkedIn51-200 employeesutilities

Other plans on this EIN

1 filing

#002Retirement-$2.1M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$61.8M

+9.5% from 2023

Total participants

171

+6.9% from 2023

Average account balance

$383,907

+3.3% from 2023

Annual return

14.39%

-4.84 pp from 2023

Benchmarks

See 6,285 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,285 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$61.81M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$384K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

161

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$65

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
EKON BENEFITS10+ years Service code 15 4940 WASHINGTON BLVD · ST LOUIS, MO 63108	Recordkeeping	$10,494

Plan features & details

Pension benefit codes2E2G2J2K3D2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$10K

$71 / participant

Contract admin$10K100.0%

% of EOY assets

0.017%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ELLIOTT, ROBINSON & COMPANY, LLP
Auditor EIN: 431189134
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$383,907

$101,591+277.9%

$147,096+161.0%

$74,429+415.8%

Participation rate

93.2%

75.5%+17.7pp

82.2%+11.0pp

67.2%+26.0pp

Annual return

14.39%

8746.45%-8732.1pp

419.75%-405.4pp

1368.38%-1354.0pp

Employer contribution / active EE

$13,649

$3,813+258.0%

$4,936+176.5%

$2,625+420.0%

Participant deferral / active EE

$7,867

$7,302+7.7%

$8,071-2.5%

$4,348+80.9%

Admin fee / account holder

$65

$1,750-96.3%

$13,005-99.5%

$1,944-96.6%

Provider

Service type

Compensation

EKON BENEFITS10+ years

Service code 15

4940 WASHINGTON BLVD · ST LOUIS, MO 63108

Recordkeeping

$10,494

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLGEIER, MARTIN & ASSOCIATES, INC. EMPLOYEES 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion