Plan Ledger DOL Form 5500 · updated monthly

Storck USA, L.P.401(k)

STORCK USA, L.P. EMPLOYEE 401(K) SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Storck USA, L.P. reported $74,713 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $8,672 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 0.38% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,595th-largest of 3,702 plans among Illinois employers on file, and the 1,710th of 4,246 in wholesale trade. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,624,007
Participants with balances141
Active participants95
Employer contributions$823,848
Employee contributions$1,073,633
Employer contribution per active participant$8,672
Average account balance$160,454
Benefits paid to participants$838,904
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$22.6M · 141 accts · $824K emplr
2023$19.0M · 141 accts · $859K emplr
2022$18.1M · 149 accts · $596K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,358
Investment management$30,000
Audit (IQPA)$2,355
Total administrative$74,713
The Storck USA, L.P. 401(k) match · 2024
Employer contribution per active participant$8,672
Median for plans this size$2,416
2024$8,672 per active participant
2023$9,141 per active participant
2022$5,957 per active participant

Storck USA, L.P.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
MMA SECURITIES LLC · Investment advisory (plan)$30,000
CASSELL PLAN AUDITS INC · Accounting / audit$2,355

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$74,713 · 0.36%
2023$65,859 · 0.36%
2022$75,459 · 0.38%
Similar plansWholesale Trade · Illinois
Refreshment Services, Inc. IL$23.4M · 0.33%
Planmeca USA, Inc. IL$23.2M · 0.30%
Wm. F. Meyer Co. IL$22.5M · 0.42%
Bystronic Inc. IL$22.4M · 0.51%
Ty, Inc. IL$22.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362931430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.