Plan Ledger DOL Form 5500 · updated monthly

Stella & Chewys LLC401(k)

STELLA & CHEWY'S LLC 401(K) PLAN · OAK CREEK, WI · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Stella & Chewys LLC reported $157,597 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,082 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 has held roughly steady near 0.88%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 877th-largest of 1,936 plans among Wisconsin employers on file, and the 6,050th of 13,661 in manufacturing. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,423,594
Participants with balances713
Active participants643
Employer contributions$1,338,903
Employee contributions$2,888,844
Employer contribution per active participant$2,082
Average account balance$27,242
Benefits paid to participants$3,170,857
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS SC
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 713 accts · $1.3M emplr
2023$16.3M · 802 accts · $1.3M emplr
2022$11.5M · 646 accts · $1.1M emplr
The Stella & Chewys LLC 401(k) match · 2024
Employer contribution per active participant$2,082
Median for plans this size$2,416
2024$2,082 per active participant
2023$1,809 per active participant
2022$1,869 per active participant

Stella & Chewys LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$41,952
PEAK RETIREMENT GROUP DBA TG BENEFI · Contract administrator$40,399
EMPOWER ADVISORY GROUP, LLC · Investment management$6,908

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$157,597 · 0.88%
2023$120,373 · 0.87%
2022$100,290 · 0.85%
Same employer
Similar plansManufacturing · Wisconsin
A to Z Machine Co., Inc. WI$19.5M · 0.30%
Winsert LLC WI$19.5M · 0.10%
Dedicated Computing LLC WI$19.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352199593 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.