Plan Ledger DOL Form 5500 · updated monthly

Stord Warehousing, LLC401(k)

STORD WAREHOUSING 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Stord Warehousing, LLC reported $875 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.32% to 0.12%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Georgia (2,063rd of 2,160), and 2,159th of 2,199 in information & media. active participation has grown from 341 to 376 since 2022.

Plan summary
Net assets, end of year$818,987
Participants with balances359
Active participants376
Employer contributions$0
Employee contributions$283,999
Employer contribution per active participant$0
Average account balance$2,281
Benefits paid to participants$202,503
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$819K · 359 accts
2023$649K · 418 accts
2022$504K · 449 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$332
Investment management$543
Total administrative$875
The Stord Warehousing, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Stord Warehousing, LLC's 2024 employer contribution ran below the $540 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.

Administrative cost history3
2024$875 · 0.12%
2023$695 · 0.12%
2022$914 · 0.32%
Similar plansInformation & Media · Georgia
Loyal Health, Inc. GA$4.6M · 0.15%
Humalytix GA$4.6M · 0.07%
Rekord Tent LLC GA$2.0M · 1.02%
Milsoft Utility Solutions TX$904K · 0.01%
Cdyne Corporation VA$860K · 0.61%
Techforce Telecom Inc. KY$848K · 0.57%
Ecomsystems, LLC FL$830K · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 863894808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.