Plan Ledger DOL Form 5500 · updated monthly

Stolt-Nielsen USA Inc.401(k)

STOLT-NIELSEN US 401(K) SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Stolt-Nielsen USA Inc. reported $158,325 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $15,161 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 0.13% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 488th-largest of 5,688 plans among Texas employers on file, and the 186th of 2,677 in transportation & warehousing. In 2024, the employer put in $1.73 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$143,085,982
Participants with balances648
Active participants474
Employer contributions$7,186,527
Employee contributions$4,159,905
Employer contribution per active participant$15,161
Average account balance$220,812
Benefits paid to participants$11,359,769
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$143.1M · 648 accts · $7.2M emplr
2023$121.7M · 647 accts · $6.6M emplr
2022$102.8M · 669 accts · $6.3M emplr
Administrative expenses, itemized · 2024
Investment management$89,536
Audit (IQPA)$25,490
Total administrative$158,325
The Stolt-Nielsen USA Inc. 401(k) match · 2024
Employer contribution per active participant$15,161
Median for plans this size$3,635
2024$15,161 per active participant
2023$14,018 per active participant
2022$12,973 per active participant

Stolt-Nielsen USA Inc.'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 · 20245
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$89,536
CREATIVE PLANNING, LLC · Investment advisory (plan)$29,400
MCCONNELL & JONES LLP · Accounting / audit$25,490
MERCER INVESTMENTS LLC · Consulting$16,250
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$158,325 · 0.12%
2023$134,138 · 0.12%
2022$147,072 · 0.13%
Same employer
Similar plansTransportation & Warehousing · Texas
Loomis Armored US, LLC TX$258.4M · 0.18%
Uber Freight US LLC TX$212.5M · 0.06%
Bristow Group Inc. TX$189.5M · 0.02%
M1 Support Services, L.P. TX$171.6M · 0.19%
Houston Pilots TX$136.8M · 0.14%
Daseke Companies, Inc. TX$114.6M · 0.26%
Wwex Uni Topco Holdings, LLC TX$113.5M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 131932470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.