Plan Ledger DOL Form 5500 · updated monthly

Stanz-Troyer Holdings, LLC401(k)

STANZ-TROYER HOLDINGS, LLC · GOSHEN, IN · plan year 2023

Reported admin expense ratio · 2023
0.18%

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

Stanz-Troyer Holdings, LLC reported $31,223 in plan administrative expenses for 2023: 0.18% of average plan assets, below the peer median. Employer contributions averaged $343 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 1 year on file its reported administrative ratio rose from 0.18% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 515th-largest of 1,562 plans among Indiana employers on file, and the 1,722nd of 4,246 in wholesale trade. In 2023, employees put in $5.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,441,841
Participants with balances398
Active participants436
Employer contributions$149,530
Employee contributions$799,093
Employer contribution per active participant$343
Average account balance$56,387
Benefits paid to participants$7,755,658
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO., LTD.
Plan history2
Yearassets · accounts · employer contribution
2024$18.6M · 398 accts · $357K emplr
2023$22.4M · 398 accts · $150K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,069
Investment management$29,154
Total administrative$31,223
The Stanz-Troyer Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$343
Median for plans this size$2,440
2024$805 per active participant
2023$343 per active participant

Stanz-Troyer Holdings, LLC's 2023 employer contribution ran below the $2,440 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 · 20232
ANCORA RETIREMENT PLAN ADVISORS · Investment advisory (plan)$29,154
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,069

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

Administrative cost history2
2024$70,977 · 0.35%
2023$31,223 · 0.18%
Similar plansWholesale Trade · Indiana
Polywood IN$25.0M · 0.80%
Lasalle Bristol, L.P. IN$24.1M · 0.19%
Bell Industries, Inc. IN$23.3M · 0.48%
Valbruna Stainless, Inc. IN$18.7M · 0.11%
Winkler, Inc. IN$18.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871583993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.