Plan Ledger DOL Form 5500 · updated monthly

Stuller, Inc.401(k)

STULLER, INC. 401(K) RETIREMENT AND SAVINGS PLAN · LAFAYETTE, LA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Stuller, Inc. reported $210,053 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $994 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 0.26% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 62nd-largest of 884 plans among Louisiana employers on file, and the 1,886th of 13,661 in manufacturing. In 2024, employees put in $3.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$101,863,482
Participants with balances1,203
Active participants1,563
Employer contributions$1,554,112
Employee contributions$5,671,040
Employer contribution per active participant$994
Average account balance$84,675
Benefits paid to participants$4,732,287
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$101.9M · 1,203 accts · $1.6M emplr
2023$88.5M · 1,168 accts · $1.4M emplr
2022$73.3M · 1,119 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,589
Investment management$109,464
Total administrative$210,053
The Stuller, Inc. 401(k) match · 2024
Employer contribution per active participant$994
Median for plans this size$3,635
2024$994 per active participant
2023$866 per active participant
2022$801 per active participant

Stuller, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$100,589
CREATIVE PLANNING LLC · Investment advisory (plan)$72,298
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$37,166

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$210,053 · 0.22%
2023$189,445 · 0.23%
2022$205,349 · 0.26%
Same employer
Similar plansManufacturing · Louisiana
Rubicon LLC LA$176.1M · 0.07%
Bollinger Shipyards, LLC LA$109.1M · 0.12%
The Reily Companies, LLC. LA$86.0M · 0.15%
Emr (USA Holdings) Inc. LA$84.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720694251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.