Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Larson Financial Group
Larson Financial Group 401(k)
- Finance and insurance
- St. Louis, MO
- EIN 20-4773945
- 1 plan with Schedule H financials
- Plan year 2024
- Larson Financial Group LLC
- filed as Larson Financial Group, LLC
Administrative expenses excluding investment management, per participant · Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust · plan year 2024
$8.15
Higher than 4% of the 24,371 plans $10 to 50M that report it.
Source
= $2,134 / 262
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015112541NAL0002212707001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112541NAL0002212707001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$8.15
Higher than 3% of the 25,098 plans $10 to 50M that report it.
Source
= $2,134 / 262
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015112541NAL0002212707001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112541NAL0002212707001, received 2025-10-15
Administrative expenses as a share of assets
0.018%
Higher than 5% of the 25,132 plans $10 to 50M that report it.
Source
= $2,134 / $12,164,926
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015112541NAL0002212707001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015112541NAL0002212707001, received 2025-10-15
Employer contributions per participant
$2,534
Higher than 63% of the 24,050 plans $10 to 50M that report it.
Source
= $663,946 / 262
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015112541NAL0002212707001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112541NAL0002212707001, received 2025-10-15
Employer share of total contributions
32.2%
Higher than 66% of the 24,084 plans $10 to 50M that report it.
Source
= $663,946 / $2,059,305
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015112541NAL0002212707001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015112541NAL0002212707001, received 2025-10-15
Plan terms, as stated in Larson Financial Group LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2T default investment (QDIA) · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015112541NAL0002212707001, received 2025-10-15
Full record, Larson Financial Group, LLC 401(k) Profit Sharing Plan and Trust
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LARSON FINANCIAL GROUP, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Plan name | LARSON FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Sponsor EIN / plan number | 20-4773945 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Sponsor location | ST. LOUIS, MO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Participants, beginning of year | 261 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Active participants | 221 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Participants, end of year | 304 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Participants with an account balance | 262 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Total assets, beginning of year | $9,319,443 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Total assets, end of year | $12,164,926 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Net assets, end of year | $12,164,926 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Total income | $3,269,688 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Net income | $2,845,483 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Employer contributions | $663,946 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Participant contributions | $1,336,811 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $58,548 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Total contributions | $2,059,305 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Benefit payments | $422,071 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $424,205 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Total administrative expenses | $2,134 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Contract administrator fees | $2,134 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Administrative expenses excluding investment management | $2,134 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Held in mutual funds | $12,015,585 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015112541NAL0002212707001, received 2025-10-15 |
| Independent auditor | SIKICH CPA LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015112541NAL0002212707001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015112541NAL0002212707001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FUTUREPLANrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 16 Consulting (general); 50 Direct payment from the plan; 60 Sub-transfer agency fees | $3,469 | no |
| ASCENSUS LLC | ADMIN FEE | 99 Other fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015112541NAL0002212707001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $9,319,443 | $12,164,926 | 30.5% |
| Participants with a balance | 198 | 262 | 32.3% |
| Administrative expenses | $2,110 | $2,134 | 1.1% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $599,541 | $663,946 | 10.7% |
Prior filing 20241015121158NAL0016341923001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: LARSON FINANCIAL GROUP, LLC; SEC registrant: Larson Financial Group LLC (CIK 1731061, matched by EIN).