Plan Ledger DOL Form 5500 · updated monthly

Stella & Dot, LLC401(k)

STELLA & DOT, LLC 401(K) PROFIT SHARING PLAN AND TRUST · BURLINGAME, CA · plan year 2022

Reported admin expense ratio · 2022
0.46%

Stella & Dot, LLC reported $45,044 in plan administrative expenses for 2022: 0.46% of average plan assets, below the peer median. 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 0.46% to 1.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (6,057th of 9,483), and 3,073rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$7,874,266
Participants with balances194
Active participants9
Employer contributions—
Employee contributions$299,845
Employer contribution per active participant—
Average account balance$40,589
Benefits paid to participants$1,905,129
Plan auditUnmodified (clean) audit opinion
AuditorTURNER WARREN HWANG & CONRAD
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$6.2M · 109 accts
2023$7.5M · 152 accts
2022$7.9M · 194 accts
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024ADP, PORTICO WEALTH ADVISORS, LLC, TURNER, WARREN, HWANG, & CONRAD AC
2023ADP, PORTICO WEALTH ADVISORS, LLC, TURNER, WARREN, HWANG, & CONRAD AC

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Administrative cost history4
2025Not separately reported
2024$91,820 · 1.34%
2023$44,871 · 0.58%
2022$45,044 · 0.46%
Similar plansRetail Trade · California
Skybox Security, Inc. CA$8.0M · 0.04%
Everlane, Inc. CA$8.0M · 0.85%
Forma Brands, LLC CA$7.9M · 0.54%
Rp Automotive II, Inc. CA$7.9M · 0.85%
Ifixit CA$7.8M · 0.02%
Gametime United, Inc. CA$7.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830405362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.