Plan Ledger DOL Form 5500 · updated monthly

Stevenson-Weir/Southern LLC401(k)

STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN · ROCK HILL, SC · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Stevenson-Weir/Southern LLC reported $12,010 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,691 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 0.21% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in South Carolina (575th of 807), and 11,294th of 13,661 in manufacturing. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,822,108
Participants with balances172
Active participants174
Employer contributions$294,255
Employee contributions$608,574
Employer contribution per active participant$1,691
Average account balance$28,036
Benefits paid to participants$716,220
Plan auditUnmodified (clean) audit opinion
AuditorBILL ROBINSON
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 172 accts · $294K emplr
2023$4.1M · 161 accts · $291K emplr
2022$3.0M · 164 accts · $266K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,097
Investment management$1,913
Total administrative$12,010
The Stevenson-Weir/Southern LLC 401(k) match · 2024
Employer contribution per active participant$1,691
Median for plans this size$1,313
2024$1,691 per active participant
2023$1,513 per active participant
2022$1,393 per active participant

Stevenson-Weir/Southern LLC's 2024 employer contribution ran above 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$12,009
ADP BROKER-DEALER · Other servicesindirect comp
LPL FINANCIAL · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$12,010 · 0.27%
2023$6,938 · 0.20%
2022$6,533 · 0.21%
Same employer
Similar plansManufacturing · South Carolina
Insulfab Plastics, Inc. SC$5.4M · 0.00%
Sp Orian, LLC SC$5.0M · 1.83%
Origin Point Brands LLC SC$4.9M · 0.02%
Komet USA, LLC SC$4.6M · 0.39%
Sun, Inc SC$4.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871327110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.