Plan Ledger DOL Form 5500 · updated monthly

Staley, Inc.401(k)

STALEY, INC. 401(K) PROFIT SHARING PLAN · LITTLE ROCK, AR · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Staley, Inc. reported $35,729 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $743 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 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Arkansas (324th of 456), and 4,067th of 5,337 in construction. In 2024, employees put in $3.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,715,984
Participants with balances86
Active participants116
Employer contributions$86,189
Employee contributions$304,253
Employer contribution per active participant$743
Average account balance$54,837
Benefits paid to participants$552,251
Plan auditUnmodified (clean) audit opinion
AuditorHCJ CPAS & ADVISORS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 86 accts · $86K emplr
2023$4.3M · 115 accts · $87K emplr
2022$3.7M · 96 accts · $85K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,128
Investment management$7,601
Total administrative$35,729
The Staley, Inc. 401(k) match · 2024
Employer contribution per active participant$743
Median for plans this size$1,313
2024$743 per active participant
2023$1,504 per active participant
2022$698 per active participant

Staley, Inc.'s 2024 employer contribution ran below 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment managementindirect comp
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)$7,601

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$35,729 · 0.79%
2023$26,410 · 0.66%
2022$28,269 · 0.66%
Same employer
Similar plansConstruction · Arkansas
Fleming Electric, Inc. AR$5.3M · 1.20%
Action, Inc. AR$4.6M · 0.79%
Middleton, Inc AR$3.5M · 0.24%
Tri-Lakes Services, Inc. AR$2.7M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710650148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.