Plan Ledger DOL Form 5500 · updated monthly

Sti Holdings, Inc.401(k)

STI HOLDINGS, INC. 401(K) PLAN · STOUGHTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Sti Holdings, Inc. reported $178,631 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $750 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 fell from 0.49% to 0.45%. 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 474th-largest of 1,936 plans among Wisconsin employers on file, and the 3,572nd of 13,661 in manufacturing. In 2024, employees put in $4.85 for every $1.00 the employer contributed; active participation has shrunk from 1,290 to 1,125 since 2022.

Plan summary
Net assets, end of year$41,848,120
Participants with balances2,141
Active participants1,125
Employer contributions$844,007
Employee contributions$4,095,672
Employer contribution per active participant$750
Average account balance$19,546
Benefits paid to participants$5,789,671
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$41.8M · 2,141 accts · $844K emplr
2023$38.0M · 1,950 accts · $894K emplr
2022$31.8M · 1,525 accts · $602K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,145
Investment management$73,486
Total administrative$178,631
The Sti Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$750
Median for plans this size$2,416
2024$750 per active participant
2023$535 per active participant
2022$466 per active participant

Sti Holdings, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$105,145
NFP RETIREMENT INC · Investment advisory (plan)$73,486

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$178,631 · 0.45%
2023$165,780 · 0.48%
2022$168,208 · 0.49%
Same employer
Similar plansManufacturing · Wisconsin
Valley Cabinet, Inc. WI$42.4M · 0.27%
Ssi Technologies, LLC WI$42.2M · 0.03%
Nord Gear Corporation WI$42.2M · 0.35%
Sartori Company WI$40.7M · 0.31%
Sterling Products, Inc. WI$40.7M · 0.37%
Team Industries, Inc. WI$40.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390981383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.