Plan Ledger DOL Form 5500 · updated monthly

Stoltenberg Consulting Inc401(k)

STOLTENBERG CONSULTING INC 401K PLAN · BETHEL PARK, PA · plan year 2022

Reported admin expense ratio · 2022
0.46%

Stoltenberg Consulting Inc reported $14,816 in plan administrative expenses for 2022: 0.46% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (3,194th of 3,651), and 10,576th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,897,222
Participants with balances75
Active participants84
Employer contributions—
Employee contributions$154,717
Employer contribution per active participant—
Average account balance$38,630
Benefits paid to participants$223,393
Plan auditUnmodified (clean) audit opinion
AuditorKLINE, KEPPEL & KORYAK, P.C.
Administrative expenses, itemized · 2022
Professional / advisory$14,816
Total administrative$14,816
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,816 · 0.46%
Similar plansProfessional & Technical Services · Pennsylvania
Questeq, Inc. PA$3.2M · 0.01%
Phelan Hallinan, LLP PA$3.1M · 0.83%
Julius Silvert, Inc. PA$3.0M · 0.01%
Superior Biologics Inc PA$2.8M · 0.01%
Sallus Retirement LLC PA$2.8M · 0.51%
Concorde, Inc. PA$2.7M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251773838 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.