Plan Ledger DOL Form 5500 · updated monthly

Stay Green, Inc.401(k)

STAY GREEN, INC. 401(K) PROFIT SHARING PLAN · SANTA CLARITA, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Stay Green, Inc. reported $7,700 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $560 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 0.06% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,549th of 9,483), and 2,102nd of 3,341 in other services. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,348,608
Participants with balances151
Active participants385
Employer contributions$215,565
Employee contributions$375,988
Employer contribution per active participant$560
Average account balance$42,044
Benefits paid to participants$592,886
Plan auditUnmodified (clean) audit opinion
AuditorSTERN, KORY, SREDEN AND MORGAN
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 151 accts · $216K emplr
2023$5.6M · 188 accts · $182K emplr
2022$4.7M · 186 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,700
Total administrative$7,700
The Stay Green, Inc. 401(k) match · 2024
Employer contribution per active participant$560
Median for plans this size$1,313
2024$560 per active participant
2023$477 per active participant
2022$532 per active participant

Stay Green, 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.

Administrative cost history3
2024$7,700 · 0.13%
2023$3,025 · 0.06%
2022$3,325 · 0.06%
Same employer
Similar plansOther Services · California
Multiplier CA$6.6M · 0.47%
National Asset Direct CA$6.6M · 0.66%
The Arc San Francisco CA$6.2M · 0.03%
Delta Tech Service, Inc. CA$6.2M · 0.00%
Aero Turbine, Inc. CA$6.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930663081 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.