Plan Ledger DOL Form 5500 · updated monthly

Steo Group Inc.401(k)

STEO GROUP 401(K) PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
1.80%

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

Steo Group Inc. reported $5,960 in plan administrative expenses for 2022: 1.80% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,027 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (9,247th of 9,483), and 2,564th of 2,677 in transportation & warehousing. In 2022, employees put in $2.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$217,943
Participants with balances19
Active participants6
Employer contributions$30,163
Employee contributions$75,551
Employer contribution per active participant$5,027
Average account balance$11,471
Benefits paid to participants$247,393
Plan auditUnmodified (clean) audit opinion
AuditorRILEY AND COMPANY PLLC
The Steo Group Inc. 401(k) match · 2022
Employer contribution per active participant$5,027
Median for plans this size$331

Steo Group Inc.'s 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,960 · 1.80%
Similar plansTransportation & Warehousing · California
Kool Runnings LLC CA$341K · 0.54%
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L&M Logistics Group, Inc. CA$225K · 0.38%
Elsa Logistics LLC CA$208K · 0.46%
Bee Imagine LLC CA$183K · 2.72%
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Source: U.S. Department of Labor, Form 5500 series, EIN 833161747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.