Plan Ledger DOL Form 5500 · updated monthly

Stiles Corporation401(k)

STILES CORPORATION 401(K) PLAN · FORT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Stiles Corporation reported $12,000 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,407 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 0.01% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 511th-largest of 3,644 plans among Florida employers on file, and the 264th of 2,096 in real estate & leasing. In 2024, employees put in $6.03 for every $1.00 the employer contributed; active participation has grown from 282 to 322 since 2022.

Plan summary
Net assets, end of year$54,822,741
Participants with balances399
Active participants322
Employer contributions$453,077
Employee contributions$2,732,753
Employer contribution per active participant$1,407
Average account balance$137,400
Benefits paid to participants$3,957,281
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.8M · 399 accts · $453K emplr
2023$47.5M · 390 accts · $343K emplr
2022$40.4M · 361 accts · $375K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,000
Audit (IQPA)$10,000
Total administrative$12,000
The Stiles Corporation 401(k) match · 2024
Employer contribution per active participant$1,407
Median for plans this size$3,635
2024$1,407 per active participant
2023$1,095 per active participant
2022$1,330 per active participant

Stiles Corporation's 2024 employer contribution ran below the $3,635 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 · 20243
TEMPLETON & COMPANY, LLP · Accounting / audit$10,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,000
MORGAN STANLEY SMITH BARNEYindirect 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$12,000 · 0.02%
2023$12,250 · 0.03%
2022$3,762 · 0.01%
Same employer
Similar plansReal Estate & Leasing · Florida
Zrs Management, LLC FL$60.1M · 0.14%
The Kolter Group LLC FL$57.1M · 0.26%
Concord Management, LTD. FL$39.1M · 0.12%
Debartolo Holdings, LLC FL$31.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650036314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.