Plan Ledger DOL Form 5500 · updated monthly

Stone Soup, Inc.401(k)

STONE SOUP COOPERATIVE GROUP PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
1.61%

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

Stone Soup, Inc. reported $27,788 in plan administrative expenses for 2023: 1.61% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,511 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in District of Columbia (568th of 618), and 1,376th of 2,240 in accommodation & food services. In 2023, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,232,867
Participants with balances347
Active participants254
Employer contributions$383,807
Employee contributions$468,017
Employer contribution per active participant$1,511
Average account balance$6,435
Benefits paid to participants$91,009
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $451K emplr
2023$2.2M · 347 accts · $384K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,788
Total administrative$27,788
The Stone Soup, Inc. 401(k) match · 2023
Employer contribution per active participant$1,511
Median for plans this size$1,308

Stone Soup, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$11,508
ASCENSUS LLC · Loan processing · Recordkeeping$8,496
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$7,287
RPA FINANCIAL LLC · Investment advisory (plan)$517

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Ascensus, Transamerica

This plan has changed recordkeepers within these filings. If you left Stone Soup, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024Not separately reported
2023$27,788 · 1.61%
Similar plansAccommodation & Food Services · District of Columbia
Rb Properties, Inc. DC$6.6M · 0.95%
International Spy Museum DC$6.5M · 0.01%
Placemakr, Inc DC$5.2M · 0.58%
Riggs Dc, LLC DC$1.9M · 0.70%
14 & V Inc DC$1.2M · 0.54%
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The Watergate Hotel DC$935K · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454280291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.