Plan Ledger DOL Form 5500 · updated monthly

Stellartech Research Corp.401(k)

SRC 401(K) PLAN · MILPITAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Stellartech Research Corp. reported $57,885 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $3,630 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 0.44% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,378th-largest of 9,483 plans among California employers on file, and 7,060th of 13,661 in manufacturing. In 2024, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,109,161
Participants with balances141
Active participants103
Employer contributions$373,843
Employee contributions$1,041,197
Employer contribution per active participant$3,630
Average account balance$107,157
Benefits paid to participants$548,319
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 141 accts · $374K emplr
2023$12.7M · 142 accts · $341K emplr
2022$9.7M · 146 accts · $310K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,885
Total administrative$57,885
The Stellartech Research Corp. 401(k) match · 2024
Employer contribution per active participant$3,630
Median for plans this size$2,416
2024$3,630 per active participant
2023$3,071 per active participant
2022$2,894 per active participant

Stellartech Research Corp.'s 2024 employer contribution ran above 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.

Administrative cost history3
2024$57,885 · 0.42%
2023$46,329 · 0.41%
2022$46,563 · 0.44%
Same employer
Similar plansManufacturing · California
Veridiam, Inc. CA$15.3M · 0.33%
M.S. Aerospace, Inc. CA$15.2M · 0.31%
La Jolla Group, Inc. CA$15.2M · 0.95%
Arteris, Inc. Arteris Ip CA$15.1M · 0.43%
Calportland Construction CA$15.1M · 0.04%
Keiser Corporation CA$15.1M · 0.37%
Aixtron, Inc. CA$15.0M · 0.35%
V. Sattui Winery, Inc. CA$14.9M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770212562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.