Plan Ledger DOL Form 5500 · updated monthly

Stewart Bros., Inc.401(k)

STEWART BROS., INC. 401(K) PROFIT SHARING PLAN · DORAVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Stewart Bros., Inc. reported $82,033 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,520 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 755th-largest of 2,160 plans among Georgia employers on file, and the 1,727th of 5,337 in construction. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,178,872
Participants with balances192
Active participants131
Employer contributions$461,088
Employee contributions$1,038,560
Employer contribution per active participant$3,520
Average account balance$131,140
Benefits paid to participants$992,480
Plan auditUnmodified (clean) audit opinion
AuditorMOORE COLSON & COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $135K emplr
2024$25.2M · 192 accts · $461K emplr
2023$21.7M · 199 accts · $445K emplr
2022$18.0M · 196 accts · $397K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,754
Investment management$26,679
Total administrative$82,033
The Stewart Bros., Inc. 401(k) match · 2024
Employer contribution per active participant$3,520
Median for plans this size$2,416
2024$3,520 per active participant
2023$3,070 per active participant
2022$3,011 per active participant

Stewart Bros., Inc.'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.

Service providers · 20242
JOHN HANCOCK USA · Recordkeeping$5,568
LPL FINANCIAL LLC - RPCP · Investment advisory (participants)$26,679

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025Not separately reported
2024$82,033 · 0.35%
2023$71,542 · 0.36%
2022$65,831 · 0.34%
Same employer
Similar plansConstruction · Georgia
The Winter Construction GA$28.9M · 0.41%
Utility Service Co., Inc. GA$27.4M · 0.37%
Glass Systems, Inc GA$27.2M · 0.00%
Smith Douglas Holdings LLC GA$23.7M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580623571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.