Plan Ledger DOL Form 5500 · updated monthly

Stonemor, Inc.401(k)

STONEMOR RETIREMENT AND SAVINGS PLAN · ALTAMONTE SPRING, FL · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Stonemor, Inc. reported $278,595 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $332 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 fell from 0.92% to 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 649th-largest of 3,644 plans among Florida employers on file, and the 795th of 5,215 in retail trade. In 2024, employees put in $7.02 for every $1.00 the employer contributed; active participation has grown from 1,894 to 2,262 since 2022.

Plan summary
Net assets, end of year$39,795,873
Participants with balances3,805
Active participants2,262
Employer contributions$751,395
Employee contributions$5,274,262
Employer contribution per active participant$332
Average account balance$10,459
Benefits paid to participants$7,033,667
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.8M · 3,805 accts · $751K emplr
2023$35.0M · 1,868 accts · $523K emplr
2022$33.6M · 2,577 accts · $759K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$183,663
Investment management$94,932
Total administrative$278,595
The Stonemor, Inc. 401(k) match · 2024
Employer contribution per active participant$332
Median for plans this size$2,416
2024$332 per active participant
2023$280 per active participant
2022$401 per active participant

Stonemor, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$91,989
EMPOWER ADVISORY GROUP, LLC · Investment management$2,942

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$278,595 · 0.74%
2023$240,150 · 0.70%
2022$328,996 · 0.92%
Same employer
Similar plansRetail Trade · Florida
Gettel Automotive, Inc. FL$42.1M · 0.43%
Bill Ussery Motors, Inc. FL$37.3M · 0.18%
Starboard Holdings LTD. FL$37.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800103152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.