Plan Ledger DOL Form 5500 · updated monthly

Storied Management, LLC401(k)

STORIED MANAGEMENT 401(K) PLAN · PARK CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.56%

Storied Management, LLC reported $15,321 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. 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 0.72% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Utah (704th of 848), and 1,077th of 1,311 in arts, entertainment & recreation. active participation has grown from 144 to 170 since 2022.

Plan summary
Net assets, end of year$2,923,072
Participants with balances222
Active participants170
Employer contributions—
Employee contributions$419,489
Employer contribution per active participant—
Average account balance$13,167
Benefits paid to participants$271,704
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 222 accts
2023$2.5M · 185 accts
2022$1.8M · 172 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,321
Total administrative$15,321
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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$15,321

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$15,321 · 0.56%
2023$15,308 · 0.71%
2022$13,124 · 0.72%
Same employer
Similar plansArts, Entertainment & Recreation · Utah
Backstage Library Works UT$7.7M · 0.65%
Vasa Fitness LLC UT$4.7M · 0.74%
The Living Planet Inc. UT$3.8M · 0.02%
Ballet West UT$2.6M · 0.73%
Get Air Trampoline Parks UT$1.0M · 1.72%
Fat Cats Holdings, Lc UT$715K · 1.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824913513 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.