Stein & Associates, LLC401(k)
STEIN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN · FORT SMITH, AR · plan year 2025
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Stein & Associates, LLC reported $154,687 in plan administrative expenses for 2025: 0.34% of average plan assets, above the peer median. Employer contributions averaged $999 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 3 years on file its reported administrative ratio rose from 0.14% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 78th-largest of 456 plans among Arkansas employers on file, and the 1,879th of 11,911 in health care & social assistance. In 2025, employees put in $2.32 for every $1.00 the employer contributed; active participation has grown from 856 to 1,054 since 2022.
Stein & Associates, LLC's 2025 employer contribution ran below the $2,666 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 640913971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.