Plan Ledger DOL Form 5500 · updated monthly

Stadler US Inc401(k)

STADLER US INC 401(K) PROFIT SHARING PLAN AND TRUST · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
1.13%

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

Stadler US Inc reported $103,612 in plan administrative expenses for 2024: 1.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,664 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 1.34% to 1.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Utah (441st of 848), and 8,451st of 13,661 in manufacturing. In 2024, employees put in $1.45 for every $1.00 the employer contributed; active participation has grown from 371 to 476 since 2022.

Plan summary
Net assets, end of year$10,777,004
Participants with balances463
Active participants476
Employer contributions$1,268,083
Employee contributions$1,843,547
Employer contribution per active participant$2,664
Average account balance$23,276
Benefits paid to participants$1,575,988
Plan auditUnmodified (clean) audit opinion
AuditorTRAVELLER AND COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 463 accts · $1.3M emplr
2023$7.6M · 409 accts · $949K emplr
2022$5.4M · 361 accts · $790K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,612
Total administrative$103,612
The Stadler US Inc 401(k) match · 2024
Employer contribution per active participant$2,664
Median for plans this size$1,313
2024$2,664 per active participant
2023$2,197 per active participant
2022$2,128 per active participant

Stadler US Inc's 2024 employer contribution ran above the $1,313 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$40,129
NATIONAL BENEFIT SERVICES, LLC · Recordkeeping · Loan processing$10,862
DYNAMIC WEALTH ADVISORS LLC · Investment advisory (plan)$52,595

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

Recordkeeper by year2
2024NATIONAL BENEFIT SERVICES, LLC, Transamerica
2023NATIONAL BENEFIT SERVICES, LLC, Transamerica

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Administrative cost history3
2024$103,612 · 1.13%
2023$64,585 · 0.99%
2022$67,659 · 1.34%
Same employer
Similar plansManufacturing · Utah
Asea, LLC UT$11.4M · 0.08%
Utah Medical Products, Inc. UT$11.1M · 0.00%
Hudson Printing Co UT$10.1M · 0.24%
Kodiak Cakes, LLC UT$9.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451866733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.