Plan Ledger DOL Form 5500 · updated monthly

Eden Stone Company, Inc.401(k)

EDEN STONE CO., INC. EMPLOYEE RETIREMENT SAVINGS PLAN · EDEN, WI · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Eden Stone Company, Inc. reported $73,190 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,130 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 3 years on file its reported administrative ratio has held roughly steady near 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Wisconsin (1,045th of 1,936), and 363rd of 612 in mining, oil & gas extraction. In 2024, employees put in $3.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,011,379
Participants with balances175
Active participants205
Employer contributions$231,618
Employee contributions$715,779
Employer contribution per active participant$1,130
Average account balance$85,779
Benefits paid to participants$92,310
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 175 accts · $232K emplr
2023$12.5M · 155 accts · $209K emplr
2022$10.5M · 151 accts · $200K emplr
Administrative expenses, itemized · 2024
Investment management$73,190
Total administrative$73,190
The Eden Stone Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,130
Median for plans this size$2,416
2024$1,130 per active participant
2023$1,106 per active participant
2022$997 per active participant

Eden Stone Company, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

Service providers · 20243
LINCOLN NATIONAL CORPORATION · Recordkeeping$2,700
RBC WEALTH MANAGEMENT/MARK CAPOMACC · Investment advisory (plan)$42,293
LINCOLN NATIONAL CORPORATION · Contract administrator$28,197

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

Recordkeeper by year2
2024Lincoln Financial
2023Lincoln Financial

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$73,190 · 0.53%
2023$63,458 · 0.55%
2022$62,109 · 0.55%
Same employer
Similar plansMining, Oil & Gas Extraction · Wisconsin
Badger Mining Corporation WI$76.1M · 0.03%
Gilberton Coal Company PA$15.1M · 0.42%
Extra Energy, Inc. WV$14.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391077054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.