Plan Ledger DOL Form 5500 · updated monthly

S.C. Companies, Inc.401(k)

STANLEY RETIREMENT PLAN · MUSCATINE, IA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

S.C. Companies, Inc. reported $293,211 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $6,083 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 0.10% to 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 33rd-largest of 878 plans among Iowa employers on file, and the 518th of 11,654 in professional & technical services. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$329,622,803
Participants with balances1,468
Active participants831
Employer contributions$5,055,300
Employee contributions$9,362,766
Employer contribution per active participant$6,083
Average account balance$224,539
Benefits paid to participants$28,040,217
Plan auditUnmodified (clean) audit opinion
AuditorANDERSON, LOWER, WHITLOW, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$329.6M · 1,468 accts · $5.1M emplr
2023$325.1M · 1,468 accts · $5.1M emplr
2022$281.4M · 1,449 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$203,801
Investment management$78,385
Audit (IQPA)$11,025
Total administrative$293,211
The S.C. Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$6,083
Median for plans this size$4,294
2024$6,083 per active participant
2023$6,275 per active participant
2022$4,842 per active participant

S.C. Companies, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20243
VANGUARD FIDUCIARY TRUST COMPANY · Contract administrator$203,801
ANDERSON, LOWER, WHITLOW, P.C. · Accounting / audit$11,025
CAPTRUST$78,385

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$293,211 · 0.09%
2023$311,607 · 0.10%
2022$303,645 · 0.10%
All plans at this employer2
STANLEY RETIREMENT PLAN401(k)
STANLEY MEMBER STOCK BONUS PLANStock bonus plan
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 421269893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.