Plan Ledger DOL Form 5500 · updated monthly

Stockbridge Capital Group, LLC401(k)

STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Stockbridge Capital Group, LLC reported $93,601 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $7,379 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 0.29% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,598th-largest of 9,483 plans among California employers on file, and the 2,483rd of 11,654 in professional & technical services. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has grown from 148 to 164 since 2022.

Plan summary
Net assets, end of year$56,756,544
Participants with balances203
Active participants164
Employer contributions$1,210,097
Employee contributions$3,140,312
Employer contribution per active participant$7,379
Average account balance$279,589
Benefits paid to participants$1,673,824
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.8M · 203 accts · $1.2M emplr
2023$45.8M · 198 accts · $1.1M emplr
2022$38.1M · 187 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,601
Total administrative$93,601
The Stockbridge Capital Group, LLC 401(k) match · 2024
Employer contribution per active participant$7,379
Median for plans this size$3,635
2024$7,379 per active participant
2023$7,244 per active participant
2022$7,123 per active participant

Stockbridge Capital Group, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$93,600
NFP RETIREMENT INC. · Investment advisory (plan)indirect comp
S B H U LIFE AGENCY INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect 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$93,601 · 0.18%
2023$124,777 · 0.30%
2022$122,750 · 0.29%
Same employer
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Altos Labs, Inc. CA$57.2M · 0.10%
Macias Gini & O'Connell LLP CA$57.1M · 0.18%
Adenza, Inc. CA$56.9M · 0.20%
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Source: U.S. Department of Labor, Form 5500 series, EIN 421558275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.