Plan Ledger DOL Form 5500 · updated monthly

John W. Stone Oil Distributor, L.L.C.401(k)

JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN · TERRYTOWN, LA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

John W. Stone Oil Distributor, L.L.C. reported $87,747 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,853 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 0.339%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 198th-largest of 884 plans among Louisiana employers on file, and the 1,452nd of 4,246 in wholesale trade. In 2024, employees put in $3.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,556,859
Participants with balances363
Active participants320
Employer contributions$592,887
Employee contributions$2,113,839
Employer contribution per active participant$1,853
Average account balance$75,914
Benefits paid to participants$2,712,046
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.6M · 363 accts · $593K emplr
2023$24.2M · 354 accts · $100K emplr
2022$21.9M · 348 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,941
Investment management$52,806
Total administrative$87,747
The John W. Stone Oil Distributor, L.L.C. 401(k) match · 2024
Employer contribution per active participant$1,853
Median for plans this size$2,416
2024$1,853 per active participant
2023$318 per active participant

John W. Stone Oil Distributor, L.L.C.'s 2024 employer contribution ran below 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
TRUSTMARK NATIONAL BANK · Investment advisory (plan)$52,806
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,941

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$87,747 · 0.34%
2023$79,314 · 0.34%
2022$81,493 · 0.34%
Same employer
Similar plansWholesale Trade · Louisiana
Sports South LA$33.9M · 0.20%
Alfasigma USA, Inc. LA$31.6M · 0.43%
Lipseys, L.L.C. LA$29.1M · 0.11%
Orion South, Inc. LA$22.3M · 0.29%
Whitco Supply, LLC LA$21.4M · 0.71%
Solar Supply, LLC LA$19.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721322067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.