Plan Ledger DOL Form 5500 · updated monthly

Stifel Financial Corp.401(k)

STIFEL FINANCIAL PROFIT SHARING 401(K) PLAN · ST LOUIS, MO · plan year 2025

Reported admin expense ratio · 2025
0.02%

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

Stifel Financial Corp. reported $511,429 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,663 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 fell from 0.06% to 0.02%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other finance & insurance employers. By assets it is the 9th-largest of 1,393 plans among Missouri employers on file, and the 79th of 4,798 in finance & insurance. In 2025, employees put in $10.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,651,867,591
Participants with balances11,014
Active participants8,313
Employer contributions$13,828,502
Employee contributions$141,705,061
Employer contribution per active participant$1,663
Average account balance$240,772
Benefits paid to participants$196,321,151
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$2.7B · 11,014 accts · $13.8M emplr
2024$2.3B · 10,083 accts · $14.4M emplr
2023$2.0B · 9,984 accts · $14.1M emplr
2022$1.7B · 9,875 accts · $13.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$396,940
Investment management$1,300
Audit (IQPA)$63,189
Total administrative$511,429
The Stifel Financial Corp. 401(k) match · 2025
Employer contribution per active participant$1,663
Median for plans this size$5,084
2025$1,663 per active participant
2024$1,737 per active participant
2023$1,727 per active participant
2022$1,632 per active participant

Stifel Financial Corp.'s 2025 employer contribution ran below the $5,084 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FORVIS MAZARS LLP · Accounting / audit$63,189
MULTNOMAH GROUP INC$50,000

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$511,429 · 0.02%
2024$394,367 · 0.02%
2023$539,066 · 0.03%
2022$1,012,260 · 0.06%
Same employer
Similar plansFinance & Insurance · Missouri
Edward D. Jones & Co., L.P. MO$12.4B · 0.01%
Centene Corporation MO$4.7B · 0.05%
Lockton, Inc. MO$1.4B · 0.06%
Umb Financial Corporation MO$717.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431273600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.