Plan Ledger DOL Form 5500 · updated monthly

Stg Logistics, Inc.401(k)

STG LOGISTICS RETIREMENT PLAN · BENSENVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Stg Logistics, Inc. reported $297,780 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,042 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 0.50%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 762nd-largest of 3,702 plans among Illinois employers on file, and the 327th of 2,677 in transportation & warehousing. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$63,947,438
Participants with balances1,157
Active participants1,360
Employer contributions$2,776,708
Employee contributions$5,706,533
Employer contribution per active participant$2,042
Average account balance$55,270
Benefits paid to participants$7,683,170
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.9M · 1,157 accts · $2.8M emplr
2023$56.0M · 1,209 accts · $2.8M emplr
2022$40.9M · 1,013 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$213,680
Investment management$84,100
Total administrative$297,780
The Stg Logistics, Inc. 401(k) match · 2024
Employer contribution per active participant$2,042
Median for plans this size$3,635
2024$2,042 per active participant
2023$1,965 per active participant
2022$1,110 per active participant

Stg Logistics, Inc.'s 2024 employer contribution ran below the $3,635 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
ADP, INC. · Recordkeeping · Loan processing$129,580
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$84,100
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, ASSURANCE DIMENSIONS, UBS

This plan has changed recordkeepers within these filings. If you left Stg Logistics, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$297,780 · 0.50%
2023$268,397 · 0.55%
2022$148,586 · 0.52%
Similar plansTransportation & Warehousing · Illinois
Cj Logistics America, LLC IL$106.8M · 0.21%
Long Iron Services LLC IL$102.2M · 0.22%
Quantix Scs, LLC IL$85.2M · 0.15%
Cassens Transport Company IL$61.5M · 0.24%
Beelman Truck Company IL$45.1M · 0.58%
Redwood Logistics, LLC IL$44.7M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222607954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.