Plan Ledger DOL Form 5500 · updated monthly

Stampin Up Inc.401(k)

STAMPIN UP 401(K) PROFIT SHARING PLAN · RIVERTON, UT · plan year 2025

Reported admin expense ratio · 2025
0.30%

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

Stampin Up Inc. reported $134,851 in plan administrative expenses for 2025: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,678 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 3 years on file its reported administrative ratio fell from 0.37% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is the 152nd-largest of 848 plans among Utah employers on file, and the 669th of 5,215 in retail trade. In 2025, employees put in $2.00 for every $1.00 the employer contributed; active participation has shrunk from 454 to 353 since 2022.

Plan summary
Net assets, end of year$48,257,850
Participants with balances530
Active participants353
Employer contributions$945,304
Employee contributions$1,885,914
Employer contribution per active participant$2,678
Average account balance$91,053
Benefits paid to participants$3,000,251
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$48.3M · 530 accts · $945K emplr
2024$41.6M · 572 accts · $1.0M emplr
2023$35.9M · 564 accts · $986K emplr
2022$30.2M · 568 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$76,589
Investment management$57,821
Total administrative$134,851
The Stampin Up Inc. 401(k) match · 2025
Employer contribution per active participant$2,678
Median for plans this size$2,666
2025$2,678 per active participant
2024$2,419 per active participant
2023$2,266 per active participant
2022$2,390 per active participant

Stampin Up Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,589
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$57,821

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

Administrative cost history4
2025$134,851 · 0.30%
2024$134,458 · 0.35%
2023$110,695 · 0.33%
2022$121,251 · 0.37%
Same employer
Similar plansRetail Trade · Utah
1-800 Contacts, Inc. UT$73.0M · 0.36%
Transport Equipment Company UT$68.7M · 0.21%
Arnold Machinery Company UT$55.1M · 0.03%
Cricut, Inc. UT$53.4M
Backcountry.com, LLC UT$43.6M · 0.41%
Young Chevrolet Company UT$38.9M · 0.35%
Overland West, Inc. UT$36.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880263215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.