Plan Ledger DOL Form 5500 · updated monthly

Stonex Group Inc.401(k)

STONEX GROUP INC. 401(K) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Stonex Group Inc. reported $174,353 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $6,767 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 0.01% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 82nd-largest of 1,393 plans among Missouri employers on file, and the 441st of 4,798 in finance & insurance. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$309,201,812
Participants with balances2,294
Active participants1,824
Employer contributions$12,343,048
Employee contributions$22,372,518
Employer contribution per active participant$6,767
Average account balance$134,787
Benefits paid to participants$23,347,191
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$309.2M · 2,294 accts · $12.3M emplr
2023$265.6M · 2,247 accts · $11.1M emplr
2022$213.3M · 2,106 accts · $9.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,501
Audit (IQPA)$97,872
Total administrative$174,353
The Stonex Group Inc. 401(k) match · 2024
Employer contribution per active participant$6,767
Median for plans this size$4,294
2024$6,767 per active participant
2023$6,006 per active participant
2022$5,628 per active participant

Stonex Group Inc.'s 2024 employer contribution ran above the $4,294 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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$30,501
CBIZ CPAS P.C. · Accounting / audit$97,872
STINSON LLP$45,980

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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Administrative cost history3
2024$174,353 · 0.06%
2023$76,953 · 0.03%
2022$25,705 · 0.01%
Same employer
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Umb Financial Corporation MO$717.6M · 0.02%
Rga Reinsurance Company MO$669.8M · 0.02%
Mortgage Research Center LLC MO$484.5M · 0.15%
Americo Services, Inc. MO$262.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592921318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.