Plan Ledger DOL Form 5500 · updated monthly

Five Stones Research Corporation401(k)

FIVE STONES RESEARCH CORPORATION 401(K) PLAN · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Five Stones Research Corporation reported $19,532 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,854 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 0.21% to 0.11%. 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 311th-largest of 902 plans among Alabama employers on file, and the 5,669th of 11,654 in professional & technical services. In 2024, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,408,599
Participants with balances289
Active participants202
Employer contributions$778,570
Employee contributions$1,069,141
Employer contribution per active participant$3,854
Average account balance$67,158
Benefits paid to participants$1,885,082
Plan auditUnmodified (clean) audit opinion
AuditorANGLIN, REICHMANN, SNELLGROVE, & AR
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 289 accts · $779K emplr
2023$16.9M · 280 accts · $664K emplr
2022$14.3M · 307 accts · $879K emplr
Administrative expenses, itemized · 2024
Investment management$28,000
Total administrative$19,532
The Five Stones Research Corporation 401(k) match · 2024
Employer contribution per active participant$3,854
Median for plans this size$2,416
2024$3,854 per active participant
2023$4,231 per active participant
2022$4,053 per active participant

Five Stones Research Corporation's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$28,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$19,532 · 0.11%
2023$23,660 · 0.15%
2022$32,782 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Alabama
Thompson Gray, Inc. AL$22.5M · 0.48%
Cdg, Inc. AL$21.9M · 0.03%
Tec-Masters, Inc. AL$20.8M · 0.57%
Simpeo, LLC AL$18.5M · 1.05%
4M Research, Inc. AL$18.4M · 0.02%
Mspark Media, LLC AL$18.2M · 0.00%
Yorktown Systems Group AL$18.1M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208898544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.