Plan Ledger DOL Form 5500 · updated monthly

Stewart Efi401(k)

STEWART EFI 401(K) PLAN · THOMASTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Stewart Efi reported $4,490 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,676 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 0.020% to 0.023%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 532nd-largest of 1,106 plans among Connecticut employers on file, and the 5,689th of 13,661 in manufacturing. In 2024, employees put in $3.76 for every $1.00 the employer contributed; active participation has shrunk from 179 to 154 since 2022.

Plan summary
Net assets, end of year$21,308,085
Participants with balances182
Active participants154
Employer contributions$258,168
Employee contributions$970,645
Employer contribution per active participant$1,676
Average account balance$117,077
Benefits paid to participants$1,217,373
Plan auditUnmodified (clean) audit opinion
AuditorFIONDELLA, MILONE & LASARACINA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$21.3M · 182 accts · $258K emplr
2023$18.3M · 200 accts · $303K emplr
2022$16.1M · 198 accts · $285K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,490
Total administrative$4,490
The Stewart Efi 401(k) match · 2024
Employer contribution per active participant$1,676
Median for plans this size$2,416
2024$1,676 per active participant
2023$1,577 per active participant
2022$1,593 per active participant

Stewart Efi'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,470
NORTHWESTERN MUTUAL INVESTMENT SERV · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$4,490 · 0.02%
2023$4,634 · 0.03%
2022$3,662 · 0.02%
Same employer
Similar plansManufacturing · Connecticut
Wittmann USA Inc.. CT$22.8M · 0.03%
Tower Laboratories LTD. CT$22.3M · 0.03%
Linemaster Switch Corp. CT$22.0M · 0.40%
Trirx Shawnee LLC CT$21.1M · 0.46%
B & F Machine Co Inc CT$20.6M · 0.12%
Foster Corporation CT$20.2M · 0.04%
Mb Precision Holdings, Inc. CT$20.1M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710918038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.