Plan Ledger DOL Form 5500 · updated monthly

Stew Leonard's401(k)

STEW LEONARD'S 401(K) SAVINGS AND RETIREMENT PLAN · NORWALK, CT · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Stew Leonard's reported $153,916 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,048 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 0.08% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 173rd-largest of 1,106 plans among Connecticut employers on file, and the 336th of 5,215 in retail trade. In 2024, employees put in $3.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$115,337,216
Participants with balances1,936
Active participants1,646
Employer contributions$1,724,259
Employee contributions$5,391,048
Employer contribution per active participant$1,048
Average account balance$59,575
Benefits paid to participants$13,241,765
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.3M · 1,936 accts · $1.7M emplr
2023$108.4M · 1,901 accts · $1.8M emplr
2022$93.5M · 1,841 accts · $1.7M emplr
The Stew Leonard's 401(k) match · 2024
Employer contribution per active participant$1,048
Median for plans this size$3,635
2024$1,048 per active participant
2023$1,121 per active participant
2022$1,118 per active participant

Stew Leonard's's 2024 employer contribution ran below the $3,635 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$140,492
VANGUARD ADVISERS INC. · Investment advisory (participants)$21,074

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$153,916 · 0.14%
2023$125,099 · 0.12%
2022$80,694 · 0.08%
All plans at this employer2
STEW LEONARD'S 401(K) SAVINGS AND RETIREMENT PLAN401(k)
STEW LEONARD'S MANAGEMENT RETIREMENT PLAN401(k)
Same employer
Similar plansRetail Trade · Connecticut
Ring's End, Incorporated CT$122.9M · 0.11%
Bh Shoe Holdings, Inc CT$117.8M · 0.19%
Mbi, Inc. CT$111.4M
Ed Mitchell, Inc. CT$77.0M · 0.29%
Colony Hardware Corp. CT$63.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060691207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.