Plan Ledger DOL Form 5500 · updated monthly

Sts Operating, Inc.401(k)

SUNSOURCE SAVINGS AND INVESTMENT PLAN · ADDISON, IL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Sts Operating, Inc. reported $100,543 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $1,911 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 0.04% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 379th-largest of 3,702 plans among Illinois employers on file, and the 281st of 4,246 in wholesale trade. In 2024, employees put in $3.89 for every $1.00 the employer contributed; active participation has grown from 712 to 1,124 since 2022.

Plan summary
Net assets, end of year$167,507,483
Participants with balances1,281
Active participants1,124
Employer contributions$2,148,445
Employee contributions$8,365,122
Employer contribution per active participant$1,911
Average account balance$130,763
Benefits paid to participants$18,468,171
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$167.5M · 1,281 accts · $2.1M emplr
2023$151.0M · 1,198 accts · $1.9M emplr
2022$122.0M · 908 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,143
Investment management$70,000
Audit (IQPA)$13,400
Total administrative$100,543
The Sts Operating, Inc. 401(k) match · 2024
Employer contribution per active participant$1,911
Median for plans this size$3,635
2024$1,911 per active participant
2023$1,843 per active participant
2022$2,134 per active participant

Sts Operating, Inc.'s 2024 employer contribution ran below the $3,635 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.

Service providers · 20243
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$17,143
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$70,000
SIKICH LLP · Accounting / audit$13,400

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$100,543 · 0.06%
2023$102,559 · 0.08%
2022$53,920 · 0.04%
Same employer
Similar plansWholesale Trade · Illinois
Berlin Packaging L.L.C. IL$191.5M · 0.14%
Ball Horticultural Company IL$171.0M · 0.11%
Pt Holdings, LLC IL$157.0M · 0.25%
Maui Jim, Inc. IL$144.5M · 0.07%
Edward Don & Company IL$137.2M · 0.06%
Dmg Mori USA, Inc. IL$137.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223827595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.