Plan Ledger DOL Form 5500 · updated monthly

Stephens Distributing Company401(k)

STEPHENS DISTRIBUTING 401(K) PROFIT SHARING PLAN · FORT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Stephens Distributing Company reported $42,798 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $982 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 0.34% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,759th-largest of 3,644 plans among Florida employers on file, and 2,893rd of 4,246 in wholesale trade. In 2024, employees put in $4.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,188,263
Participants with balances99
Active participants112
Employer contributions$110,009
Employee contributions$454,346
Employer contribution per active participant$982
Average account balance$102,912
Benefits paid to participants$497,966
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 99 accts · $110K emplr
2023$9.2M · 122 accts · $97K emplr
2022$8.1M · 128 accts · $94K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,408
Investment management$30,390
Total administrative$42,798
The Stephens Distributing Company 401(k) match · 2024
Employer contribution per active participant$982
Median for plans this size$1,313
2024$982 per active participant
2023$805 per active participant
2022$800 per active participant

Stephens Distributing Company's 2024 employer contribution ran below the $1,313 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 · 20242
NFP RETIREMENT INC · Investment advisory (plan)$30,390

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$42,798 · 0.44%
2023$37,236 · 0.43%
2022$29,520 · 0.34%
Same employer
Similar plansWholesale Trade · Florida
Wish Farms, Inc. FL$11.1M · 0.50%
AP4 Group LLC FL$11.0M · 0.19%
Club Assist US LLC FL$11.0M · 0.58%
Jerry Pate Company FL$10.4M · 0.03%
Luxury Brand Partners LLC FL$10.1M · 0.04%
Travelpro Products, Inc. FL$9.8M · 0.05%
The Falcon Corporation FL$9.6M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592359783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.