Plan Ledger DOL Form 5500 · updated monthly

Stach & Liu, LLC401(k)

STACH & LIU, LLC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Stach & Liu, LLC reported $26,842 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,255 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 0.14% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 277th-largest of 1,285 plans among Arizona employers on file, and the 4,209th of 11,654 in professional & technical services. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has shrunk from 306 to 234 since 2022.

Plan summary
Net assets, end of year$29,667,289
Participants with balances387
Active participants234
Employer contributions$1,463,681
Employee contributions$3,120,430
Employer contribution per active participant$6,255
Average account balance$76,660
Benefits paid to participants$2,544,220
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.7M · 387 accts · $1.5M emplr
2023$22.5M · 403 accts · $1.7M emplr
2022$15.6M · 408 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,842
Total administrative$26,842
The Stach & Liu, LLC 401(k) match · 2024
Employer contribution per active participant$6,255
Median for plans this size$2,416
2024$6,255 per active participant
2023$7,050 per active participant
2022$4,658 per active participant

Stach & Liu, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Service providers · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$26,842

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$26,842 · 0.10%
2023$31,738 · 0.17%
2022$20,347 · 0.14%
Same employer
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Planetary Science Institute AZ$34.5M · 0.00%
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Aam. LLC AZ$32.4M · 0.28%
Chasse Building Team, Inc. AZ$29.5M · 0.35%
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Source: U.S. Department of Labor, Form 5500 series, EIN 204391540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.