Plan Ledger DOL Form 5500 · updated monthly

Stewart Property Management, Inc.401(k)

STEWART PROPERTY MANAGEMENT, INC. 401(K) PLAN · BEDFORD, NH · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Stewart Property Management, Inc. reported $7,675 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,595 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New Hampshire (320th of 411), and 1,448th of 2,096 in real estate & leasing. In 2022, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,598,804
Participants with balances82
Active participants112
Employer contributions$178,602
Employee contributions$365,696
Employer contribution per active participant$1,595
Average account balance$68,278
Benefits paid to participants$161,445
Plan auditUnmodified (clean) audit opinion
AuditorBOIVIN & ASSOCIATES, CPAS, PLLC
The Stewart Property Management, Inc. 401(k) match · 2022
Employer contribution per active participant$1,595
Median for plans this size$1,114

Stewart Property Management, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,675 · 0.13%
Similar plansReal Estate & Leasing · New Hampshire
Landvest, Inc. NH$23.5M · 0.01%
Colwen Management, Inc. NH$16.3M · 0.36%
Traincroft, Inc. NH$2.4M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020421484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.