Plan Ledger DOL Form 5500 · updated monthly

Grace Stakeholder Investments, Inc.ESOP

GRACE STAKEHOLDER INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · RUSSELLVILLE, AR · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Grace Stakeholder Investments, Inc. reported $25 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $620 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 0.000% to 0.000%. 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 159th-largest of 456 plans among Arkansas employers on file, and the 6,066th of 13,661 in manufacturing. active participation has grown from 134 to 164 since 2022.

Plan summary
Net assets, end of year$19,311,224
Participants with balances216
Active participants164
Employer contributions$101,738
Employee contributions—
Employer contribution per active participant$620
Average account balance$89,404
Benefits paid to participants$36,332
Plan auditUnmodified (clean) audit opinion
AuditorLB CARLSON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 216 accts · $102K emplr
2023$17.4M · 205 accts · $85K emplr
2022$17.9M · 147 accts · $90K emplr
Employer contributions to the Grace Stakeholder Investments, Inc. plan · 2024
Employer contribution per active participant$620
Median for plans this size$2,416
2024$620 per active participant
2023$517 per active participant
2022$673 per active participant

Grace Stakeholder Investments, 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.

Administrative cost history3
2024$25 · 0.00%
2023$25 · 0.00%
2022$55 · 0.00%
All plans at this employer2
GRACE MANUFACTURING INC. 401(K) PLAN401(k)
GRACE STAKEHOLDER INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Tokusen U.S.A., Inc. AR$27.0M · 0.46%
Producers Rice Mill, Inc. AR$23.9M · 0.39%
Anthony Timberlands, Inc. AR$19.1M · 0.42%
J.V. Manufacturing, Inc. AR$18.7M · 0.75%
Twin Rivers Pine Bluff LLC AR$18.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832940558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.