Plan Ledger DOL Form 5500 · updated monthly

Staline Waterworks, Inc.401(k)

STALINE WATERWORKS 401(K) PLAN · CHARLOTTE, NC · plan year 2025

Reported admin expense ratio · 2025
0.25%

Staline Waterworks, Inc. reported $12,583 in plan administrative expenses for 2025: 0.25% of average plan assets, below the peer median. 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 rose from 0.12% to 0.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in North Carolina (1,306th of 2,005), and 3,383rd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$6,895,099
Participants with balances263
Active participants261
Employer contributions—
Employee contributions$1,792,775
Employer contribution per active participant—
Average account balance$26,217
Benefits paid to participants$85,587
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$6.9M · 263 accts
2024$3.1M · 155 accts
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202510
T.ROWE PRICE RPS, INC. · Recordkeeping · Trustee$12,583
DIMENSIONAL FUNDS · Investment managementindirect comp
PRUDENTIAL JENNISON · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
FRANKLIN TEMPLETON · Investment managementindirect comp
TIAA-CREF · Investment managementindirect comp
VANGUARD GROUP · Investment managementindirect comp
BLACKROCK FUNDS · Investment managementindirect comp
COLUMBIA FUNDS · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect 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
2025$12,583 · 0.25%
2024$3,700 · 0.12%
Same employer
Similar plansWholesale Trade · North Carolina
Noble Oil Services Inc NC$7.6M · 0.33%
Blumenthal Holdings, LLC NC$7.2M · 0.38%
Vivet, Inc NC$7.1M · 0.22%
Prollenium US, Inc NC$6.7M · 0.07%
Jerrys Artarama Nc, Inc. NC$6.7M · 0.57%
Seiren North America, LLC NC$6.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 932159807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.