Plan Ledger DOL Form 5500 · updated monthly

Stackpath Management, Inc.401(k)

STACKPATH MANAGEMENT, INC. 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Stackpath Management, Inc. reported $45,784 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. Employer contributions averaged $6,209 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 1 year on file its reported administrative ratio fell from 0.36% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is the 2,302nd-largest of 5,688 plans among Texas employers on file, and 1,149th of 2,199 in information & media. In 2023, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,367,275
Participants with balances264
Active participants112
Employer contributions$695,353
Employee contributions$1,540,850
Employer contribution per active participant$6,209
Average account balance$61,997
Benefits paid to participants$2,560,240
Plan auditUnmodified (clean) audit opinion
AuditorSFC, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$16.4M · 264 accts · $695K emplr
2022$14.2M · 303 accts · $899K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,632
Investment management$24,152
Total administrative$45,784
The Stackpath Management, Inc. 401(k) match · 2023
Employer contribution per active participant$6,209
Median for plans this size$2,440
2023$6,209 per active participant
2022$4,181 per active participant

Stackpath Management, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EMPOWER ADVISORY GROUP, LLC · Investment management$14,152
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$10,000
ALLIANCE BENEFIT GROUP OF HOUSTON Iindirect comp

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

Administrative cost history2
2023$45,784 · 0.30%
2022$54,723 · 0.36%
Same employer
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2012 Usp Holdings, Inc. TX$17.5M · 0.05%
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Source: U.S. Department of Labor, Form 5500 series, EIN 203505361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.