Plan Ledger DOL Form 5500 · updated monthly

Stellar Industrial Supply, Inc.401(k)

STELLAR INDUSTRIAL SUPPLY, INC. 401(K) PROFIT SHARING PLAN · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Stellar Industrial Supply, Inc. reported $94,046 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,022 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 0.35% to 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 763rd-largest of 1,714 plans among Washington employers on file, and 2,129th of 4,246 in wholesale trade. In 2024, employees put in $5.77 for every $1.00 the employer contributed; active participation has grown from 198 to 218 since 2022.

Plan summary
Net assets, end of year$17,329,298
Participants with balances245
Active participants218
Employer contributions$222,897
Employee contributions$1,285,358
Employer contribution per active participant$1,022
Average account balance$70,732
Benefits paid to participants$600,244
Plan auditUnmodified (clean) audit opinion
AuditorDWYER, PEMBERTON & COULSON, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 245 accts · $223K emplr
2023$14.0M · 205 accts · $188K emplr
2022$10.7M · 238 accts · $160K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,999
Investment management$75,047
Total administrative$94,046
The Stellar Industrial Supply, Inc. 401(k) match · 2024
Employer contribution per active participant$1,022
Median for plans this size$2,416
2024$1,022 per active participant
2023$853 per active participant
2022$808 per active participant

Stellar Industrial Supply, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$664
MERRILL LYNCH-EPS · Investment advisory (participants)$17,534
MERRILL LYNCH-FAS · Investment advisory (participants)$8,182

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$94,046 · 0.60%
2023$72,297 · 0.59%
2022$40,627 · 0.35%
Same employer
Similar plansWholesale Trade · Washington
Oxarc, Inc. WA$17.9M · 0.32%
Six Robblees' Inc. WA$16.9M · 0.63%
The Peterson Company WA$15.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 527256516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.