Plan Ledger DOL Form 5500 · updated monthly

Stauff Corporation401(k)

STAUFF CORPORATION PROFIT SHARING PLAN AND TRUST · WALDWICK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Stauff Corporation reported $46,972 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $3,426 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 0.19% to 0.56%. 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 New Jersey (1,592nd of 2,419), and 3,074th of 4,246 in wholesale trade. In 2024, employees put in $1.23 for every $1.00 the employer contributed; active participation has grown from 99 to 116 since 2022.

Plan summary
Net assets, end of year$8,889,380
Participants with balances169
Active participants116
Employer contributions$397,466
Employee contributions$489,638
Employer contribution per active participant$3,426
Average account balance$52,600
Benefits paid to participants$932,930
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 169 accts · $397K emplr
2023$8.0M · 202 accts · $631K emplr
2022$8.1M · 132 accts · $306K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,199
Investment management$25,773
Total administrative$46,972
The Stauff Corporation 401(k) match · 2024
Employer contribution per active participant$3,426
Median for plans this size$1,313
2024$3,426 per active participant
2023$5,487 per active participant
2022$3,087 per active participant

Stauff Corporation's 2024 employer contribution ran above the $1,313 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 · 20244
RAYMOND JAMES & ASSOCIATES · Investment advisory (plan)$24,704
BLUE CHIP RETIREMENT PLANS, INC. · Contract administrator$11,137
EMPOWER ADVISORY GROUP · Investment management$1,069

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$46,972 · 0.56%
2023$32,557 · 0.40%
2022$16,654 · 0.19%
Same employer
Similar plansWholesale Trade · New Jersey
Trish McEvoy LTD. NJ$9.1M · 0.10%
Leica Camera Inc. NJ$9.0M · 0.45%
Cdm Electronics, Inc. NJ$8.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221980416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.