Plan Ledger DOL Form 5500 · updated monthly

Stoneridge Meat & Country Market, Inc.401(k)

STONERIDGE MEAT & COUNTRY MARKET, INC. RETIREMENT PLAN · WAUTOMA, WI · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Stoneridge Meat & Country Market, Inc. reported $25,430 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $864 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 0.59% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,619th of 1,936), and 3,731st of 5,215 in retail trade. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 194 to 238 since 2022.

Plan summary
Net assets, end of year$5,094,729
Participants with balances176
Active participants238
Employer contributions$205,588
Employee contributions$397,792
Employer contribution per active participant$864
Average account balance$28,947
Benefits paid to participants$358,525
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 176 accts · $206K emplr
2023$4.2M · 164 accts · $193K emplr
2022$3.6M · 150 accts · $203K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,417
Investment management$22,013
Total administrative$25,430
The Stoneridge Meat & Country Market, Inc. 401(k) match · 2024
Employer contribution per active participant$864
Median for plans this size$1,313
2024$864 per active participant
2023$1,024 per active participant
2022$1,047 per active participant

Stoneridge Meat & Country Market, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EDWARD JONES · Investment advisory (plan)$22,013
PENSION CONSULTANTS CO., INC. · Other services$2,100
CAPITAL GROUP RETIREMENT PLAN SVC · Investment management · Loan processing$875

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$25,430 · 0.55%
2023$22,153 · 0.56%
2022$24,741 · 0.59%
Similar plansRetail Trade · Wisconsin
Crest Cadillac, Inc. WI$5.6M · 0.45%
Hudson Ford LLC WI$5.6M · 0.51%
Herrschners, Inc. WI$5.2M · 0.72%
Miller and Sons, Inc. WI$4.9M · 0.64%
Marling Lumber Company WI$4.8M · 0.79%
Buechel Stone Corp. WI$4.7M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201272774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.