Plan Ledger DOL Form 5500 · updated monthly

Stream Companies, LLC401(k)

STREAM COMPANIES 401(K) PROFIT SHARING PLAN · MALVERN, PA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Stream Companies, LLC reported $110,561 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,538 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 0.16% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,544th-largest of 3,651 plans among Pennsylvania employers on file, and the 5,575th of 11,654 in professional & technical services. In 2024, employees put in $3.14 for every $1.00 the employer contributed; active participation has grown from 422 to 575 since 2022.

Plan summary
Net assets, end of year$19,830,917
Participants with balances438
Active participants575
Employer contributions$884,234
Employee contributions$2,780,804
Employer contribution per active participant$1,538
Average account balance$45,276
Benefits paid to participants$851,230
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 438 accts · $884K emplr
2023$14.4M · 372 accts · $666K emplr
2022$9.3M · 296 accts · $465K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,367
Investment management$62,194
Total administrative$110,561
The Stream Companies, LLC 401(k) match · 2024
Employer contribution per active participant$1,538
Median for plans this size$2,416
2024$1,538 per active participant
2023$1,391 per active participant
2022$1,101 per active participant

Stream Companies, LLC's 2024 employer contribution ran below the $2,416 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 · 20242
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$62,194
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$48,367

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$110,561 · 0.65%
2023$68,993 · 0.58%
2022$15,464 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Kierantimberlake. LLC PA$20.3M · 0.38%
Rj Lee Group, Inc. PA$19.9M · 0.22%
E4 Services, LLC PA$19.6M · 0.29%
Tela Bio, Inc. PA$19.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352206217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.