Plan Ledger DOL Form 5500 · updated monthly

Stoli Group USA, LLC401(k)

STOLI GROUP USA, LLC 401(K) PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.56%

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

Stoli Group USA, LLC reported $42,533 in plan administrative expenses for 2023: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,591 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 0.54% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (3,903rd of 5,648), and 3,202nd of 4,246 in wholesale trade. In 2023, employees put in $7.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,079,850
Participants with balances121
Active participants62
Employer contributions$98,647
Employee contributions$693,033
Employer contribution per active participant$1,591
Average account balance$66,776
Benefits paid to participants$1,720,017
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 103 accts · $105K emplr
2023$8.1M · 121 accts · $99K emplr
2022$7.0M · 126 accts · $116K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$42,533
Total administrative$42,533
The Stoli Group USA, LLC 401(k) match · 2023
Employer contribution per active participant$1,591
Median for plans this size$1,308
2024$2,450 per active participant
2023$1,591 per active participant
2022$1,999 per active participant

Stoli Group USA, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,532
CREATIVE PLANNING, INC. · Investment advisory (plan)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$44,902 · 0.57%
2023$42,533 · 0.56%
2022$40,841 · 0.54%
Similar plansWholesale Trade · New York
Ted Baker Limited NY$8.4M · 0.05%
Power Drives, Inc. NY$8.3M · 0.66%
Nyc Alliance Group, LLC NY$8.3M · 0.27%
Lamb Farms Inc NY$7.7M · 0.54%
Safavieh NY$7.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990385602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.