Plan Ledger DOL Form 5500 · updated monthly

Wendell H. Stone Co., Inc.401(k)

WENDELL H. STONE CO., INC. 401(K) PLAN · CONNELLSVILLE, PA · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Wendell H. Stone Co., Inc. reported $49,491 in plan administrative expenses for 2023: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,149 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 1 year on file its reported administrative ratio rose from 0.16% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,201st of 3,651), and 8,376th of 13,661 in manufacturing. In 2023, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$10,973,230
Participants with balances83
Active participants68
Employer contributions$350,129
Employee contributions$300,413
Employer contribution per active participant$5,149
Average account balance$132,208
Benefits paid to participants$437,271
Plan auditUnmodified (clean) audit opinion
AuditorMCCLURE & WOLF, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$11.0M · 83 accts · $350K emplr
2022$9.2M · 103 accts · $319K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$45,098
Total administrative$49,491
The Wendell H. Stone Co., Inc. 401(k) match · 2023
Employer contribution per active participant$5,149
Median for plans this size$2,440
2023$5,149 per active participant
2022$4,095 per active participant

Wendell H. Stone Co., Inc.'s 2023 employer contribution ran above the $2,440 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 · 20232
JOHN HANCOCK LIFE INSURANCY COMPANY · Recordkeeping · Investment management$272
DUNBAR, BENDER & ZAPF · Pension consulting · Loan processing$4,393

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$49,491 · 0.49%
2022$15,902 · 0.16%
Similar plansManufacturing · Pennsylvania
Smc Global Holdings, Inc PA$11.1M · 0.31%
The Exone Company PA$11.1M · 0.31%
Yazoo Mills, Inc. PA$11.1M · 0.49%
Distributor Service, Inc. PA$11.1M · 0.65%
Trion Industries, Inc PA$10.9M · 0.49%
Delgrosso Foods, Inc. PA$10.8M · 0.47%
Maple Donuts, Inc. PA$10.6M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251363321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.