Plan Ledger DOL Form 5500 · updated monthly

Edwin B. Stimpson Company, Inc.401(k)

STIMPSON EMPLOYEE 401(K) PLAN · POMPANO BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.10%

Edwin B. Stimpson Company, Inc. reported $26,176 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. 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 0.100%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 889th-largest of 3,644 plans among Florida employers on file, and the 4,854th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$27,089,741
Participants with balances216
Active participants179
Employer contributions—
Employee contributions$756,421
Employer contribution per active participant—
Average account balance$125,415
Benefits paid to participants$1,743,825
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 216 accts
2023$25.2M · 219 accts
2022$23.9M · 215 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,176
Total administrative$26,176
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
MORGAN STANLEY · Investment management · Named fiduciary$32,000
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$26,176
GRASSI & CO., CPAS, P.C. · Accounting / audit$20,293

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

Administrative cost history3
2024$26,176 · 0.10%
2023$30,564 · 0.12%
2022$26,031 · 0.10%
Same employer
Similar plansManufacturing · Florida
Allclear Management, Inc. FL$27.9M · 0.36%
Capstone Management, LLC FL$27.3M · 0.04%
Microlumen, Inc. FL$27.2M · 0.17%
Melitta North America, Inc. FL$26.4M · 0.13%
Burdette Beckmann, Inc. FL$25.3M · 0.39%
Treace Medical Concepts Inc FL$25.1M · 0.68%
Raje Technology Group, LLC FL$25.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111373230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.