Plan Ledger DOL Form 5500 · updated monthly

Stonetown Capital Group LLC401(k)

STONETOWN CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Stonetown Capital Group LLC reported $15,012 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,543 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 0.21% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Colorado (905th of 1,461), and 1,292nd of 2,096 in real estate & leasing. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,538,566
Participants with balances199
Active participants310
Employer contributions$478,334
Employee contributions$902,186
Employer contribution per active participant$1,543
Average account balance$37,882
Benefits paid to participants$902,180
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE AND MORAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 199 accts · $478K emplr
2023$5.9M · 142 accts · $384K emplr
2022$4.3M · 137 accts · $350K emplr
Administrative expenses, itemized · 2024
Investment management$15,012
Total administrative$15,012
The Stonetown Capital Group LLC 401(k) match · 2024
Employer contribution per active participant$1,543
Median for plans this size$1,313
2024$1,543 per active participant
2023$1,255 per active participant
2022$1,143 per active participant

Stonetown Capital Group LLC's 2024 employer contribution ran above 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 · 20241
PAYCHEX, INC. · Contract administrator · Recordkeeping$8,460

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,012 · 0.22%
2023$12,341 · 0.24%
2022$8,667 · 0.21%
Same employer
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Nsa Op, LP CO$9.0M · 0.08%
Paulscorp, LLC CO$8.8M · 0.23%
A360, Inc. CO$7.8M · 0.54%
M Shared Services, LLC CO$7.2M · 0.58%
Engrain, Inc. CO$5.5M · 0.70%
Ca Senior Management, LLC CO$4.9M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452353219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.