Plan Ledger DOL Form 5500 · updated monthly

Staton Holdings, Inc.401(k)

STATON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Staton Holdings, Inc. reported $28,921 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $507 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 0.53% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,997th of 5,688), and 3,605th of 4,246 in wholesale trade. In 2024, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,201,514
Participants with balances105
Active participants151
Employer contributions$76,619
Employee contributions$177,645
Employer contribution per active participant$507
Average account balance$49,538
Benefits paid to participants$163,734
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 105 accts · $77K emplr
2023$4.5M · 110 accts · $73K emplr
2022$4.0M · 113 accts · $51K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,921
Total administrative$28,921
The Staton Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$507
Median for plans this size$1,313
2024$507 per active participant
2023$485 per active participant
2022$346 per active participant

Staton Holdings, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CLIFTON LARSON ALLEN WEALTH ADVISOR$14,138
MAP RETIREMENT USA LLC · Contract administrator$4,600
MAP RETIREMENT INC.$1,700

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$28,921 · 0.59%
2023$23,003 · 0.54%
2022$23,206 · 0.53%
Same employer
Similar plansWholesale Trade · Texas
Cohn & Gregory Supply LLC TX$5.9M · 0.47%
McLane Express, Inc. TX$5.6M · 0.99%
Primary Arms, LLC TX$5.2M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752193960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.