Plan Ledger DOL Form 5500 · updated monthly

Len Stoler, Inc.401(k)

LEN STOLER, INC. 401(K) PLAN · OWINGS MILLS, MD · plan year 2023

Reported admin expense ratio · 2023
0.60%

Len Stoler, Inc. reported $30,309 in plan administrative expenses for 2023: 0.60% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 0.08% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Maryland (1,266th of 1,671), and 3,670th of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,326,607
Participants with balances145
Active participants235
Employer contributions—
Employee contributions$583,775
Employer contribution per active participant—
Average account balance$36,735
Benefits paid to participants$721,408
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$5.3M · 145 accts
2022$4.7M · 139 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,237
Investment management$72
Total administrative$30,309
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK LIFE INSURANCE CO. · Recordkeeping · Investment management$1,870

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

Administrative cost history3
2024Not separately reported
2023$30,309 · 0.60%
2022$4,213 · 0.08%
Similar plansRetail Trade · Maryland
Cfi Management LLC MD$6.0M · 0.73%
Ttv Motors, Inc. MD$5.7M · 0.28%
B. Green & Company, Inc. MD$5.3M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521437880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.