Plan Ledger DOL Form 5500 · updated monthly

Stellantis Financial Services, Inc.401(k)

STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Stellantis Financial Services, Inc. reported $236,895 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,202 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 0.52% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,148th-largest of 5,688 plans among Texas employers on file, and the 1,818th of 4,798 in finance & insurance. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 789 to 1,192 since 2022.

Plan summary
Net assets, end of year$44,594,178
Participants with balances1,216
Active participants1,192
Employer contributions$2,624,704
Employee contributions$5,389,893
Employer contribution per active participant$2,202
Average account balance$36,673
Benefits paid to participants$3,144,223
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$44.6M · 1,216 accts · $2.6M emplr
2023$32.1M · 1,075 accts · $2.3M emplr
2022$20.7M · 810 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$236,895
Total administrative$236,895
The Stellantis Financial Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,202
Median for plans this size$2,416
2024$2,202 per active participant
2023$2,255 per active participant
2022$1,436 per active participant

Stellantis Financial Services, Inc.'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 · 20245
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$48,298
ASSUREDPARTNERS CAPITAL INC · Investment advisory (plan)$41,440
NOVA 401(K) ASSOCIATES · Contract administrator$32,640
EMPOWER ADVISORY GROUP, LLC · Investment management$30,598

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$236,895 · 0.62%
2023$153,385 · 0.58%
2022$100,522 · 0.52%
Same employer
Similar plansFinance & Insurance · Texas
Amherst Services, Corp. TX$45.8M · 0.19%
A Plus Federal Credit Union TX$45.7M · 0.04%
Vantage Bank Texas TX$44.9M · 0.32%
Industry Bancshares Inc TX$44.3M · 0.15%
Crestline Investors, Inc TX$44.2M · 0.04%
Jefferson Bancshares, Inc. TX$43.4M · 0.02%
Texas Partners Bank TX$43.1M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 760273052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.