Plan Ledger DOL Form 5500 · updated monthly

Albright Stonebridge Group LLC401(k)

ALBRIGHT STONEBRIDGE GROUP, LLC PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Albright Stonebridge Group LLC reported $70,510 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $6,151 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 0.30% to 0.27%. 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 258th-largest of 618 plans among District of Columbia employers on file, and the 4,353rd of 11,654 in professional & technical services. In 2024, employees put in $2.47 for every $1.00 the employer contributed; active participation has shrunk from 144 to 115 since 2022.

Plan summary
Net assets, end of year$28,307,326
Participants with balances197
Active participants115
Employer contributions$707,313
Employee contributions$1,744,012
Employer contribution per active participant$6,151
Average account balance$143,692
Benefits paid to participants$1,189,018
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.3M · 197 accts · $707K emplr
2023$23.7M · 170 accts · $704K emplr
2022$19.4M · 162 accts · $687K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,626
Investment management$46,884
Total administrative$70,510
The Albright Stonebridge Group LLC 401(k) match · 2024
Employer contribution per active participant$6,151
Median for plans this size$2,416
2024$6,151 per active participant
2023$6,399 per active participant
2022$4,768 per active participant

Albright Stonebridge Group LLC'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.

Administrative cost history3
2024$70,510 · 0.27%
2023$60,522 · 0.28%
2022$63,145 · 0.30%
Same employer
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Jrc Integrated Systems, LLC DC$30.0M · 0.03%
Bipartisan Policy Center DC$28.6M · 0.07%
Dexis Consulting Group DC$27.2M · 0.29%
Nava Pbc DC$26.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522315157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.