Plan Ledger DOL Form 5500 · updated monthly

Stater Bros. Markets401(k)

401(K) PLAN FOR SALARIED EMPLOYEES OF STATER BROS. · SAN BERNARDINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

Stater Bros. Markets reported $109,393 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. 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 0.12% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 943rd-largest of 9,483 plans among California employers on file, and the 357th of 5,215 in retail trade. active participation has grown from 928 to 1,066 since 2022.

Plan summary
Net assets, end of year$107,098,800
Participants with balances1,117
Active participants1,066
Employer contributions—
Employee contributions$6,715,040
Employer contribution per active participant—
Average account balance$95,881
Benefits paid to participants$13,319,917
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$107.1M · 1,117 accts
2023$99.7M · 1,093 accts · $7K emplr
2022$88.6M · 1,062 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,150
Investment management$5,495
Total administrative$109,393
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
ADVISED ASSETS GROUP, LLC · Investment management$5,495

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$109,393 · 0.11%
2023$98,367 · 0.10%
2022$121,122 · 0.12%
All plans at this employer2
PROFIT SHARING PLAN FOR EMPLOYEES OF STATER BROS. MARKETSProfit-sharing plan
401(K) PLAN FOR SALARIED EMPLOYEES OF STATER BROS.401(k)
Same employer
Similar plansRetail Trade · California
Kioxia America Inc. CA$118.2M · 0.14%
Beachbody, LLC CA$114.2M · 0.15%
Iherb, LLC CA$110.4M · 0.08%
Hankey Investment Company LP CA$108.4M · 0.21%
Tcag, Inc. CA$101.0M · 0.03%
North State Grocery, Inc. CA$97.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952586175 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.