Plan Ledger DOL Form 5500 · updated monthly

Stahl Sheaffer Engineering, LLC401(k)

STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN · STATE COLLEGE, PA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Stahl Sheaffer Engineering, LLC reported $68,274 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $2,644 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 0.66% to 0.70%. 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 Pennsylvania (2,224th of 3,651), and 7,793rd of 11,654 in professional & technical services. In 2024, employees put in $2.43 for every $1.00 the employer contributed; active participation has grown from 95 to 125 since 2022.

Plan summary
Net assets, end of year$10,651,556
Participants with balances118
Active participants125
Employer contributions$330,509
Employee contributions$802,407
Employer contribution per active participant$2,644
Average account balance$90,267
Benefits paid to participants$520,604
Plan auditUnmodified (clean) audit opinion
AuditorLEONARD J. MILLER & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 118 accts · $331K emplr
2023$8.9M · 113 accts · $274K emplr
2022$7.6M · 117 accts · $209K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,910
Investment management$15,182
Total administrative$68,274
The Stahl Sheaffer Engineering, LLC 401(k) match · 2024
Employer contribution per active participant$2,644
Median for plans this size$1,313
2024$2,644 per active participant
2023$2,382 per active participant
2022$2,203 per active participant

Stahl Sheaffer Engineering, LLC'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
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$30,352
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$16,456
DUBAR BENDER & ZAPF INC · Contract administrator · Other services$1,725

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$68,274 · 0.70%
2023$56,651 · 0.69%
2022$52,013 · 0.66%
Similar plansProfessional & Technical Services · Pennsylvania
Think Company, Inc. PA$10.9M · 0.02%
Wellness Coaches USA LLC PA$10.8M · 0.40%
Autosoft Inc PA$10.7M · 0.41%
Choice Logistics, Inc. PA$10.6M · 0.58%
Tci Holding Company, Inc. PA$10.6M · 0.48%
Covis Pharma US, Inc. PA$10.3M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113759367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.