Plan Ledger DOL Form 5500 · updated monthly

Stack Construction Technologies Inc401(k)

STACK CONSTRUCTION TECHNOLOGIES 401(K) PLAN · BLUE ASH, OH · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Stack Construction Technologies Inc reported $16,603 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $2,249 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 rose from 0.11% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,555th of 3,295), and 9,843rd of 11,654 in professional & technical services. In 2024, employees put in $4.57 for every $1.00 the employer contributed; active participation has shrunk from 109 to 95 since 2022.

Plan summary
Net assets, end of year$4,924,012
Participants with balances132
Active participants95
Employer contributions$213,648
Employee contributions$975,978
Employer contribution per active participant$2,249
Average account balance$37,303
Benefits paid to participants$229,910
Plan auditUnmodified (clean) audit opinion
AuditorMONROE SHINE & CO., INC.
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 132 accts · $214K emplr
2023$3.2M · 150 accts · $230K emplr
2022$1.9M · 137 accts · $164K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,603
Total administrative$16,603
The Stack Construction Technologies Inc 401(k) match · 2024
Employer contribution per active participant$2,249
Median for plans this size$1,313
2024$2,249 per active participant
2023$2,230 per active participant
2022$1,507 per active participant

Stack Construction Technologies Inc's 2024 employer contribution ran above the $1,313 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
LEGACY FINANCIAL ADVISORS, INC. · Investment advisory (plan)$10,022

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$16,603 · 0.41%
2023$4,665 · 0.18%
2022$1,855 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Ohio
Dee Sign USA, LLC. OH$5.0M · 0.66%
Datafield, Inc. OH$4.8M · 0.82%
Crimson Government, LLC OH$4.8M · 0.65%
Fit Technologies, LLC OH$4.7M · 0.90%
Robots and Pencils, LP OH$4.7M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823692025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.