Plan Ledger DOL Form 5500 · updated monthly

Stone Brewing Co., LLC401(k)

STONE BREWING CO., LLC 401(K) PLAN · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Stone Brewing Co., LLC reported $70,352 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,206 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 3 years on file its reported administrative ratio has held roughly steady near 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,592nd-largest of 9,483 plans among California employers on file, and the 196th of 2,240 in accommodation & food services. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has shrunk from 809 to 653 since 2022.

Plan summary
Net assets, end of year$31,370,405
Participants with balances916
Active participants653
Employer contributions$1,440,715
Employee contributions$2,586,137
Employer contribution per active participant$2,206
Average account balance$34,247
Benefits paid to participants$4,079,156
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.4M · 916 accts · $1.4M emplr
2023$27.1M · 162 accts · $1.2M emplr
2022$21.7M · 761 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,239
Investment management$26,113
Total administrative$70,352
The Stone Brewing Co., LLC 401(k) match · 2024
Employer contribution per active participant$2,206
Median for plans this size$2,416
2024$2,206 per active participant
2023$5,319 per active participant
2022$1,745 per active participant

Stone Brewing Co., LLC's 2024 employer contribution ran below the $2,416 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$26,113

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$70,352 · 0.24%
2023$66,285 · 0.27%
2022$64,145 · 0.25%
Same employer
Similar plansAccommodation & Food Services · California
Evans Hotels, LLC CA$35.2M · 0.59%
Busch Group, LLC CA$32.7M · 0.45%
Jc Resorts LLC CA$32.6M · 0.39%
Sweetgreen, Inc. CA$29.7M · 0.37%
El Pollo Loco, Inc. CA$27.9M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330692311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.