Plan Ledger DOL Form 5500 · updated monthly

Stax, LLC401(k)

STAX LLC 401(K) PROFIT SHARING PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Stax, LLC reported $70,389 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $7,214 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 0.33% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,282nd-largest of 2,726 plans among Massachusetts employers on file, and the 1,010th of 2,199 in information & media. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has shrunk from 150 to 131 since 2022.

Plan summary
Net assets, end of year$20,615,074
Participants with balances206
Active participants131
Employer contributions$945,049
Employee contributions$1,655,161
Employer contribution per active participant$7,214
Average account balance$100,073
Benefits paid to participants$2,750,375
Plan auditUnmodified (clean) audit opinion
AuditorLGA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 206 accts · $945K emplr
2023$17.7M · 232 accts · $1.0M emplr
2022$12.9M · 269 accts · $844K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,389
Total administrative$70,389
The Stax, LLC 401(k) match · 2024
Employer contribution per active participant$7,214
Median for plans this size$2,416
2024$7,214 per active participant
2023$8,503 per active participant
2022$5,627 per active participant

Stax, LLC's 2024 employer contribution ran above the $2,416 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$28,630
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$5,020
MORGAN STANLEY · Investment advisory (plan)$36,738

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$70,389 · 0.37%
2023$58,899 · 0.39%
2022$43,194 · 0.33%
Similar plansInformation & Media · Massachusetts
Apriori Technologies, Inc. MA$22.5M · 0.05%
The Verndale Corporation MA$21.3M · 0.25%
Salary.com LLC MA$20.7M · 0.03%
Nexthink, Inc. MA$20.5M · 0.33%
Haystackid, LLC MA$20.1M · 0.52%
Catapult Sports, Inc. MA$18.9M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043282288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.