Plan Ledger DOL Form 5500 · updated monthly

Stolle Machinery Company, LLC401(k)

STOLLE MACHINERY COMPANY, LLC 401(K) RETIREMENT PLAN · CENTENNIAL, CO · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Stolle Machinery Company, LLC reported $203,952 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,668 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 0.33% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 164th-largest of 1,461 plans among Colorado employers on file, and the 2,281st of 13,661 in manufacturing. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has shrunk from 763 to 542 since 2022.

Plan summary
Net assets, end of year$77,897,780
Participants with balances612
Active participants542
Employer contributions$2,530,031
Employee contributions$4,150,805
Employer contribution per active participant$4,668
Average account balance$127,284
Benefits paid to participants$12,500,685
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE AND MORAN
Plan history3
Yearassets · accounts · employer contribution
2024$77.9M · 612 accts · $2.5M emplr
2023$73.8M · 674 accts · $2.8M emplr
2022$62.7M · 687 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,395
Investment management$126,557
Total administrative$203,952
The Stolle Machinery Company, LLC 401(k) match · 2024
Employer contribution per active participant$4,668
Median for plans this size$3,635
2024$4,668 per active participant
2023$4,233 per active participant
2022$3,708 per active participant

Stolle Machinery Company, LLC's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORGAN STANLEY · Investment advisory (plan)$91,287
EMPOWER ADVISORY GROUP, LLC · Investment management$35,270

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$203,952 · 0.27%
2023$214,546 · 0.31%
2022$220,728 · 0.33%
All plans at this employer2
STOLLE MACHINERY COMPANY, LLC 401(K) RETIREMENT PLAN401(k)
STOLLE MACHINERY COMPANY UNION EMPLOYEE 401(K) PROFIT SHARING PLAN401(k)
Same employer
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Vaisala Inc. CO$85.9M · 0.16%
Otter Products, LLC CO$83.5M · 0.08%
New Dairy Opco LLC CO$77.8M · 0.36%
Sundyne, LLC CO$69.8M · 0.13%
Karcher North America, Inc CO$67.7M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800294712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.