Plan Ledger DOL Form 5500 · updated monthly

Stanley Street Treatment and Resources, Inc.DC plan

403(B) THRIFT PLAN OF STANLEY STREET TREATMENT AND RESOURCES, INC. · FALL RIVER, MA · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Stanley Street Treatment and Resources, Inc. reported $1,243 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $188 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 0.02% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Massachusetts (1,885th of 2,726), and 3,073rd of 5,337 in construction. In 2023, employees put in $8.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,140,288
Participants with balances299
Active participants421
Employer contributions$79,024
Employee contributions$666,201
Employer contribution per active participant$188
Average account balance$33,914
Benefits paid to participants$1,045,022
Plan auditDisclaimer of opinion
AuditorAAFCPAS,INC
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 353 accts · $79K emplr
2023$10.1M · 299 accts · $79K emplr
2022$8.4M · 229 accts · $82K emplr
Employer contributions to the Stanley Street Treatment and Resources, Inc. plan · 2023
Employer contribution per active participant$188
Median for plans this size$1,308
2024$201 per active participant
2023$188 per active participant
2022$191 per active participant

Stanley Street Treatment and Resources, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,243

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$27,835 · 0.28%
2023$1,243 · 0.01%
2022$1,388 · 0.02%
Same employer
Similar plansConstruction · Massachusetts
Mirra Company, LLC MA$11.7M · 0.58%
Greenwood Industries, Inc. MA$11.6M · 0.74%
Treviicos Corporation MA$10.5M · 0.05%
Cape Associates, Inc. MA$10.0M · 0.71%
Sumco Eco-Contracting, LLC MA$10.0M · 0.62%
Lighthouse Masonry, Inc. MA$9.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042604426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.