Plan Ledger DOL Form 5500 · updated monthly

Store Capital Advisors, LLC401(k)

STORE CAPITAL ADVISORS, LLC 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Store Capital Advisors, LLC reported $59,810 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $7,265 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 3 years on file its reported administrative ratio has held roughly steady near 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 441st-largest of 1,285 plans among Arizona employers on file, and the 837th of 2,096 in real estate & leasing. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has grown from 111 to 125 since 2022.

Plan summary
Net assets, end of year$15,282,717
Participants with balances149
Active participants125
Employer contributions$908,072
Employee contributions$1,378,083
Employer contribution per active participant$7,265
Average account balance$102,569
Benefits paid to participants$837,698
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 149 accts · $908K emplr
2023$11.9M · 145 accts · $562K emplr
2022$9.6M · 140 accts · $614K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,309
Investment management$45,501
Total administrative$59,810
The Store Capital Advisors, LLC 401(k) match · 2024
Employer contribution per active participant$7,265
Median for plans this size$2,416
2024$7,265 per active participant
2023$4,681 per active participant
2022$5,533 per active participant

Store Capital Advisors, LLC'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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$40,751
EMPOWER ADVISORY GROUP, LLC · Investment management$4,750

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$59,810 · 0.44%
2023$46,285 · 0.43%
2022$45,409 · 0.43%
Same employer
Similar plansReal Estate & Leasing · Arizona
Vestar Properties, Inc. AZ$22.4M · 0.29%
Offerpad, LLC AZ$13.8M · 0.50%
Onni Properties, LLC. AZ$9.6M · 0.88%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 274638734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.