Plan Ledger DOL Form 5500 · updated monthly

Stanz Cheese Co., Inc.401(k)

STANZ CHEESE CO., INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST · SOUTH BEND, IN · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Stanz Cheese Co., Inc. reported $64,053 in plan administrative expenses for 2022: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $785 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Indiana (792nd of 1,562), and 2,599th of 4,246 in wholesale trade. In 2022, employees put in $3.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,690,615
Participants with balances243
Active participants191
Employer contributions$150,000
Employee contributions$586,881
Employer contribution per active participant$785
Average account balance$52,225
Benefits paid to participants$282,974
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO. LTD.
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $44K emplr
2022$12.7M · 243 accts · $150K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$61,998
Investment management$2,020
Total administrative$64,053
The Stanz Cheese Co., Inc. 401(k) match · 2022
Employer contribution per active participant$785
Median for plans this size$2,266

Stanz Cheese Co., Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$64,053 · 0.47%
Similar plansWholesale Trade · Indiana
Brehob Corporation IN$13.7M · 0.45%
Lensing Wholesale Inc. IN$13.2M · 0.39%
Lee Supply Corp. IN$12.9M · 0.09%
Meyer Distributing, Inc. IN$12.3M · 0.28%
Tf Inter-Holdings, Inc. IN$12.0M · 0.00%
Breakers Unlimited IN$11.6M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350855260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.