Plan Ledger DOL Form 5500 · updated monthly

Stanley G. Alexander, Inc.401(k)

STANLEY G. ALEXANDER, INC. 401(K) PLAN · TUSTIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Stanley G. Alexander, Inc. reported $10,537 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $878 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 0.07% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 3,710th-largest of 9,483 plans among California employers on file, and the 755th of 2,677 in transportation & warehousing. In 2024, employees put in $4.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,424,141
Participants with balances258
Active participants274
Employer contributions$240,704
Employee contributions$997,411
Employer contribution per active participant$878
Average account balance$75,287
Benefits paid to participants$600,063
Plan auditUnmodified (clean) audit opinion
AuditorWEST RHODE & ROBERTS
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 258 accts · $241K emplr
2023$16.8M · 267 accts · $248K emplr
2022$15.6M · 232 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,537
Total administrative$10,537
The Stanley G. Alexander, Inc. 401(k) match · 2024
Employer contribution per active participant$878
Median for plans this size$2,416
2024$878 per active participant
2023$926 per active participant
2022$841 per active participant

Stanley G. Alexander, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
THE PARAGON ALLIANCE GROUP, LLC · Contract administrator$7,340

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$10,537 · 0.06%
2023$11,262 · 0.07%
2022$11,469 · 0.07%
Same employer
Similar plansTransportation & Warehousing · California
Ozark Trucking Inc. CA$18.9M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953254661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.