Plan Ledger DOL Form 5500 · updated monthly

Stewart Candy Company401(k)

STEWART CANDY COMPANY 401(K) PLAN · BLACKSHEAR, GA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Stewart Candy Company reported $64,656 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,816 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 0.47% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Georgia (1,126th of 2,160), and 2,655th of 4,246 in wholesale trade. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 152 to 173 since 2022.

Plan summary
Net assets, end of year$12,209,180
Participants with balances137
Active participants173
Employer contributions$314,145
Employee contributions$653,184
Employer contribution per active participant$1,816
Average account balance$89,118
Benefits paid to participants$403,593
Plan auditUnmodified (clean) audit opinion
AuditorNICHOLS CAULEY
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 137 accts · $314K emplr
2023$10.6M · 133 accts · $292K emplr
2022$8.7M · 126 accts · $282K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,252
Investment management$17,134
Audit (IQPA)$11,000
Total administrative$64,656
The Stewart Candy Company 401(k) match · 2024
Employer contribution per active participant$1,816
Median for plans this size$2,416
2024$1,816 per active participant
2023$1,728 per active participant
2022$1,858 per active participant

Stewart Candy Company's 2024 employer contribution ran below 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 · 20245
EMPOWER ADVISORY GROUP, LLC · Investment management$17,134
NICHOLS CAULEY & ASSOCIATES LLC · Accounting / audit$11,000
ENVESTNET RETIREMENT SOLUTIONS, LLC$2,270
STIFEL NICOLAUS & CO INCindirect comp

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$64,656 · 0.57%
2023$65,848 · 0.68%
2022$44,392 · 0.47%
Same employer
Similar plansWholesale Trade · Georgia
Takeuchi Mfg (U.S.), LTD GA$13.3M · 0.28%
Leon Farmer & Company GA$12.7M · 0.42%
Peterbilt of Atlanta, LLC GA$12.1M · 0.12%
Whitaker Oil Company GA$11.3M · 0.03%
Heely-Brown Company, Inc. GA$11.0M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580953300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.