Plan Ledger DOL Form 5500 · updated monthly

Stoneage, Inc.401(k)

STONEAGE 401(K) RETIREMENT PLAN · DURANGO, CO · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Stoneage, Inc. reported $43,389 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $4,195 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 0.11% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 569th-largest of 1,461 plans among Colorado employers on file, and the 6,325th of 13,661 in manufacturing. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,060,175
Participants with balances194
Active participants156
Employer contributions$654,420
Employee contributions$1,345,509
Employer contribution per active participant$4,195
Average account balance$93,094
Benefits paid to participants$3,171,564
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 194 accts · $654K emplr
2023$17.0M · 197 accts · $633K emplr
2022$13.0M · 181 accts · $547K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,991
Investment management$25,398
Total administrative$43,389
The Stoneage, Inc. 401(k) match · 2024
Employer contribution per active participant$4,195
Median for plans this size$2,416
2024$4,195 per active participant
2023$3,837 per active participant
2022$3,599 per active participant

Stoneage, 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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$17,991
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$25,398

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024$43,389 · 0.25%
2023$6,653 · 0.04%
2022$14,453 · 0.11%
Same employer
Similar plansManufacturing · Colorado
In-Situ Inc CO$20.2M · 0.05%
Spectralink Corporation CO$19.6M · 0.16%
Bestop, Inc. CO$19.4M · 0.29%
Trustile Doors, LLC CO$18.5M · 0.73%
Ready Foods, Inc. CO$18.0M · 0.40%
Cerapedics, Inc. CO$17.4M · 0.62%
Stoneage, Inc. CO$17.0M · 0.04%
Aytu Biopharma, Inc. CO$15.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840810170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.