Plan Ledger DOL Form 5500 · updated monthly

Warners Stellian Co., Inc.401(k)

WARNERS STELLIAN CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST · ST. PAUL, MN · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Warners Stellian Co., Inc. reported $88,065 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,217 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 0.21% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 657th-largest of 1,918 plans among Minnesota employers on file, and the 970th of 5,215 in retail trade. In 2024, employees put in $3.19 for every $1.00 the employer contributed; active participation has grown from 351 to 475 since 2022.

Plan summary
Net assets, end of year$32,228,283
Participants with balances552
Active participants475
Employer contributions$578,000
Employee contributions$1,842,384
Employer contribution per active participant$1,217
Average account balance$58,385
Benefits paid to participants$3,275,769
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.2M · 552 accts · $578K emplr
2023$29.3M · 512 accts · $762K emplr
2022$24.2M · 529 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,705
Investment management$55,360
Total administrative$88,065
The Warners Stellian Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,217
Median for plans this size$2,416
2024$1,217 per active participant
2023$1,477 per active participant
2022$3,081 per active participant

Warners Stellian Co., Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$68,399
VALMARK SECURITIES, INC. · Investment advisory (plan)$55,360

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$88,065 · 0.29%
2023$74,880 · 0.28%
2022$52,210 · 0.21%
Same employer
Similar plansRetail Trade · Minnesota
Bachman's Inc. MN$39.1M · 0.15%
Apple Valley Ford, Inc. MN$33.9M · 0.05%
Astrup Drug, Inc. MN$33.7M · 0.29%
Twin City Hardware Company MN$33.4M · 0.07%
Rockler Companies, Inc. MN$31.9M · 0.20%
Running Supply, Inc. MN$31.6M · 0.33%
Hirshfield's, Inc. MN$31.1M · 0.24%
Abc Bus Companies, Inc. MN$29.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410971741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.