Plan Ledger DOL Form 5500 · updated monthly

Stoner Electric, LLC401(k)

THE STONER ELECTRIC GROUP 401K PLAN · MILWAUKIE, OR · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Stoner Electric, LLC reported $127,299 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~90% of peers. Employer contributions averaged $924 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 0.87% to 0.95%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 452nd-largest of 1,021 plans among Oregon employers on file, and the 2,563rd of 5,337 in construction. In 2024, employees put in $5.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,192,621
Participants with balances241
Active participants231
Employer contributions$213,525
Employee contributions$1,130,315
Employer contribution per active participant$924
Average account balance$58,891
Benefits paid to participants$1,855,786
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 241 accts · $214K emplr
2023$12.5M · 352 accts · $176K emplr
2022$9.1M · 305 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,484
Investment management$71,614
Audit (IQPA)$18,201
Total administrative$127,299
The Stoner Electric, LLC 401(k) match · 2024
Employer contribution per active participant$924
Median for plans this size$2,416
2024$924 per active participant
2023$681 per active participant

Stoner Electric, LLC'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
DEFINITI, LLC · Recordkeeping · Loan processing$37,484
SLOY DAHL & HOLST, INC. · Investment advisory (participants) · Investment advisory (plan)$71,614
HOFFMAN, STEWART AND SCHMIDT, P.C. · Accounting / audit$18,201

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

Recordkeeper by year2
2024Definiti
2023Definiti, RETIREMENT LLC

This plan has changed recordkeepers within these filings. If you left Stoner Electric, LLC 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 history3
2024$127,299 · 0.95%
2023$105,313 · 0.97%
2022$103,522 · 0.87%
Similar plansConstruction · Oregon
James W. Fowler Co. OR$17.5M · 0.70%
Pahlisch Home, Inc. OR$16.9M · 0.08%
Adroit Construction Co. Inc OR$14.3M · 0.44%
Moore Excavation, Inc. OR$12.8M · 0.75%
Comfort Flow Heating, Co. OR$12.0M · 1.02%
Point Monitor Corporation OR$11.7M · 0.18%
DG3, Inc. dba Dallas Glass OR$11.7M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930612566 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.