Plan Ledger DOL Form 5500 · updated monthly

Sfi Aip Holdings, LLC401(k)

STEIN FIBERS, LTD. PROFIT SHARING PLAN · ALBANY, NY · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Sfi Aip Holdings, LLC reported $43,814 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,524 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 0.29% to 0.28%. 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 2,785th-largest of 5,648 plans among New York employers on file, and 2,191st of 4,246 in wholesale trade. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,741,029
Participants with balances207
Active participants172
Employer contributions$434,155
Employee contributions$834,529
Employer contribution per active participant$2,524
Average account balance$80,875
Benefits paid to participants$2,014,541
Plan auditUnmodified (clean) audit opinion
AuditorTEAL BECKER AND CHIARAMONTE CPA
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 207 accts · $434K emplr
2023$14.9M · 230 accts · $552K emplr
2022$13.3M · 210 accts · $495K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,604
Investment management$16,340
Audit (IQPA)$12,500
Total administrative$43,814
The Sfi Aip Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,524
Median for plans this size$2,416
2024$2,524 per active participant
2023$4,031 per active participant
2022$3,001 per active participant

Sfi Aip Holdings, LLC'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 · 20244
TEAL BECKER & CHIARAMONTE · Accounting / audit$12,500
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$12,332
STRATEGIC PENSION SERVICES, LLC · Consulting$9,370
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,637

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$43,814 · 0.28%
2023$58,339 · 0.41%
2022$48,813 · 0.29%
Same employer
Similar plansWholesale Trade · New York
Wolf-Gordon, Inc. NY$17.3M · 0.64%
Touton Holdings, LTD NY$17.1M · 0.61%
Robert James Sales, Inc. NY$16.6M · 0.21%
Casper Sleep Inc. NY$16.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141584173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.