Plan Ledger DOL Form 5500 · updated monthly

Stone Industries, Inc.401(k)

STONE INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN · HALEDON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Stone Industries, Inc. reported $88,299 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $4,974 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 0.28% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 922nd-largest of 2,419 plans among New Jersey employers on file, and the 268th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 135 to 153 since 2022.

Plan summary
Net assets, end of year$25,369,165
Participants with balances196
Active participants153
Employer contributions$761,051
Employee contributions$1,060,981
Employer contribution per active participant$4,974
Average account balance$129,435
Benefits paid to participants$1,282,027
Plan auditUnmodified (clean) audit opinion
AuditorBGD - CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$25.4M · 196 accts · $761K emplr
2023$22.2M · 193 accts · $700K emplr
2022$18.2M · 178 accts · $617K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,581
Investment management$61,223
Trustee / custodial$10,495
Total administrative$88,299
The Stone Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$4,974
Median for plans this size$2,416
2024$4,974 per active participant
2023$4,796 per active participant
2022$4,569 per active participant

Stone Industries, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
PENSERV PLAN SERVICE, INC. · Recordkeeping$16,581
NORTHEAST FINANCIAL GROUP · Investment management$61,223
CHARLES SCHWAB · Custodial (securities)$10,495

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024PENSERV PLAN SERVICE, INC.
2023PENSERV PLAN SERVICE, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$88,299 · 0.37%
2023$70,395 · 0.35%
2022$54,224 · 0.28%
Same employer
Similar plansMining, Oil & Gas Extraction · New Jersey
Pruet Production Co. MS$26.0M · 0.00%
S.M. Lorusso & Sons, Inc. MA$25.5M · 0.24%
Shebester-Bechtel, Inc. OK$25.4M · 0.13%
Dawson Geophysical Company TX$25.3M · 0.45%
P.W. Gillibrand Co., Inc. CA$25.2M · 0.31%
Baytex Energy USA, Inc. TX$25.2M · 0.16%
Lighthouse Resources Inc. UT$25.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222177220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.