Plan Ledger DOL Form 5500 · updated monthly

Stately Doors & Windows, LLC401(k)

STATELY 401(K) PLAN · LAFAYETTE, LA · plan year 2024

Reported admin expense ratio · 2024
2.71%

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

Stately Doors & Windows, LLC reported $16,433 in plan administrative expenses for 2024: 2.71% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,046 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 0.25% to 2.71%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Louisiana (832nd of 884), and 13,351st of 13,661 in manufacturing. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$807,911
Participants with balances164
Active participants151
Employer contributions$157,953
Employee contributions$325,745
Employer contribution per active participant$1,046
Average account balance$4,926
Benefits paid to participants$138,842
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$808K · 164 accts · $158K emplr
2023$405K · 142 accts · $131K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,433
Total administrative$16,433
The Stately Doors & Windows, LLC 401(k) match · 2024
Employer contribution per active participant$1,046
Median for plans this size$540
2024$1,046 per active participant
2023$977 per active participant

Stately Doors & Windows, LLC's 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$16,432

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history2
2024$16,433 · 2.71%
2023$1,030 · 0.25%
Same employer
Similar plansManufacturing · Louisiana
Fabricated Pipe, Inc. LA$1.6M · 0.03%
Kci Satellite Inc LA$1.5M · 0.84%
Gulf Crane Services, Inc. LA$1.1M · 0.69%
Tig Entity LLC MI$820K · 1.04%
Grmi Logistics MI$820K · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862214509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.