Plan Ledger DOL Form 5500 · updated monthly

Stellant Systems, Inc.401(k)

STELLANT SYSTEMS, INC. RETIREMENT PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Stellant Systems, Inc. reported $205,605 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,444 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 fell from 0.49% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,218th-largest of 9,483 plans among California employers on file, and the 2,283rd of 13,661 in manufacturing. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 925 to 1,034 since 2022.

Plan summary
Net assets, end of year$77,782,506
Participants with balances1,127
Active participants1,034
Employer contributions$5,628,944
Employee contributions$10,652,901
Employer contribution per active participant$5,444
Average account balance$69,017
Benefits paid to participants$8,867,596
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.8M · 1,127 accts · $5.6M emplr
2023$56.7M · 715 accts · $4.8M emplr
2022$24.4M · 820 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,894
Investment management$13,746
Audit (IQPA)$53,965
Total administrative$205,605
The Stellant Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$5,444
Median for plans this size$3,635
2024$5,444 per active participant
2023$6,812 per active participant
2022$4,458 per active participant

Stellant Systems, Inc.'s 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$97,894
PBMARES, LLP · Accounting / audit · Consulting$53,965
CREATIVE PLANNING HOLDCO, LLC · Consulting$40,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,746

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$205,605 · 0.31%
2023$138,199 · 0.34%
2022$95,046 · 0.49%
Same employer
Similar plansManufacturing · California
Sunrise Medical (US) LLC CA$77.5M · 0.29%
Enphase Energy, Inc. CA$76.6M · 0.13%
Garratt-Callahan Company CA$76.5M · 0.54%
Calamp Corp. CA$75.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912046609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.