Plan Ledger DOL Form 5500 · updated monthly

Stoneage Holdings, Inc.ESOP

STONEAGE EMPLOYEE STOCK OWNERSHIP PLAN · DURANGO, CO · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Stoneage Holdings, Inc. reported $2,959 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,535 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 0.45% to 0.83%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 638th-largest of 1,461 plans among Colorado employers on file, and 6,500th of 11,654 in professional & technical services. active participation has grown from 124 to 143 since 2022.

Plan summary
Net assets, end of year$15,309,557
Participants with balances155
Active participants143
Employer contributions$1,077,507
Employee contributions—
Employer contribution per active participant$7,535
Average account balance$98,771
Benefits paid to participants$1,163,172
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.7M · 159 accts · $1.6M emplr
2023$15.3M · 155 accts · $1.1M emplr
2022$14.0M · 137 accts · $1.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,959
Total administrative$2,959
Employer contributions to the Stoneage Holdings, Inc. plan · 2023
Employer contribution per active participant$7,535
Median for plans this size$2,440
2024$12,129 per active participant
2023$7,535 per active participant
2022$11,935 per active participant

Stoneage Holdings, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
NEWPORT GROUP · Recordkeeping$5,918
POLSINELLI PC · Legal$70,163
VENTURA ESOP FIDUCIARY SERVIES LLC · Trustee$26,250
RSM US LLP · Accounting / audit$18,000
PRAIRIE CAPITAL · Valuation$7,500

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$125,042 · 0.83%
2023$2,959 · 0.02%
2022$89,129 · 0.45%
Similar plansProfessional & Technical Services · Colorado
Crusoe Energy Systems Inc CO$15.5M · 0.33%
Sovrn Holdings, Inc. CO$15.4M · 0.57%
Fentress Architects CO$15.4M · 0.03%
Vexcel Group, Inc CO$15.0M · 0.19%
Scaled Agile, Inc. CO$15.0M · 0.51%
Hazen Research, Inc. CO$14.9M · 0.38%
Bluestaq, LLC CO$14.8M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 921106022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.