Plan Ledger DOL Form 5500 · updated monthly

Stx Financing, LLC.401(k)

STX FINANCING, LLC. 401(K) PLAN · BURBANK, CA · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Stx Financing, LLC. reported $17,010 in plan administrative expenses for 2023: 0.30% of average plan assets, below the peer median. Employer contributions averaged $5,515 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 has held roughly steady near 0.300%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,750th of 9,483), and 1,831st of 2,199 in information & media. In 2023, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,802,832
Participants with balances88
Active participants38
Employer contributions$209,579
Employee contributions$485,038
Employer contribution per active participant$5,515
Average account balance$65,941
Benefits paid to participants$1,479,303
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.8M · 88 accts · $210K emplr
2022$5.5M · 100 accts · $444K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,607
Total administrative$17,010
The Stx Financing, LLC. 401(k) match · 2023
Employer contribution per active participant$5,515
Median for plans this size$1,308
2023$5,515 per active participant
2022$10,086 per active participant

Stx Financing, LLC.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
TRUOG-RYDING COMPANY, INC. · Plan administrator · Recordkeeping$1,375
WELLS FARGO ADVISORS LLC · Insurance broker · Investment advisory (participants)$17,762
ENVESTNET RETIREMENT SOLUTIONS$1,416
EMPOWER ADVISORY GROUP LLC · Investment management$64

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

Administrative cost history2
2023$17,010 · 0.30%
2022$20,967 · 0.30%
Similar plansInformation & Media · California
Attn Inc CA$5.9M · 0.21%
Intellian 401K Plan CA$5.9M · 0.97%
Mob Scene, LLC CA$5.8M · 0.60%
Uplift, Inc. CA$5.8M · 0.01%
Fortanix Inc CA$5.7M · 0.12%
Panther Labs Inc CA$5.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464870143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.