Plan Ledger DOL Form 5500 · updated monthly

Stellar Group, Incorporated401(k)

STELLAR 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Stellar Group, Incorporated reported $59,099 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $3,575 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 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 400th-largest of 3,644 plans among Florida employers on file, and the 779th of 5,337 in construction. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,342,065
Participants with balances730
Active participants705
Employer contributions$2,520,541
Employee contributions$4,863,289
Employer contribution per active participant$3,575
Average account balance$103,208
Benefits paid to participants$9,465,937
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.3M · 730 accts · $2.5M emplr
2023$68.7M · 600 accts · $2.2M emplr
2022$60.4M · 612 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,099
Total administrative$59,099
The Stellar Group, Incorporated 401(k) match · 2024
Employer contribution per active participant$3,575
Median for plans this size$3,635
2024$3,575 per active participant
2023$3,036 per active participant
2022$2,770 per active participant

Stellar Group, Incorporated's 2024 employer contribution ran below 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 · 20241
T ROWE PRICE RPS INC · Recordkeeping · Trustee$59,203

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$59,099 · 0.08%
2023$60,265 · 0.09%
2022$57,133 · 0.09%
Similar plansConstruction · Florida
Wharton-Smith, Inc. FL$82.2M · 0.33%
Power Design, Inc. FL$79.4M · 0.29%
Mjw Consolidated, Inc. FL$73.8M · 0.03%
Finfrock Holdings, Inc. FL$58.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592545827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.