Retirement plan

STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN

Name: STUART DEAN COMPANY, INC. - STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: STUART DEAN COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN, STUART DEAN COMPANY, INC.

STUART DEAN COMPANY, INC.EIN 13-1354550Plan #003PY 2024

450 FASHION AVENUE, 38TH FLOOR - NEW YORK, NY 10123212-273-6900stuartdean.comLinkedIn201-500 employeesfacilities services

Other plans on this EIN

2 filings

#002Retirement-$15.7M assets #004Retirement-$2.9M assets

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$4.5M

+5.9% from 2023

Total participants

121

+15.2% from 2023

Average account balance

$41,057

-15.5% from 2023

Annual return

10.84%

-3.69 pp from 2023

Benchmarks

See 5,410 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,410 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.48M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$41K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

109

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

138.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.84%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4457

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$486K

$6150 / participant

Other / not subdivided$486K100.0%

% of EOY assets

10.856%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,057

$57,140-28.1%

$85,240-51.8%

$80,959-49.3%

Participation rate

84.8%

56.4%+28.4pp

67.5%+17.3pp

67.7%+17.1pp

Annual return

10.84%

21.71%-10.9pp

66.75%-55.9pp

35.67%-24.8pp

Employer contribution / active EE

$2,006

$1,802+11.3%

$2,735-26.7%

$2,757-27.3%

Participant deferral / active EE

$1,343

$3,115-56.9%

$4,527-70.3%

$4,300-68.8%

Admin fee / account holder

$4,457

$4,992-10.7%

$6,165-27.7%

$6,925-35.6%

STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion