Retirement plan

STEPHEN KNOLL, LTD. 401(K) PLAN

Name: STEPHEN KNOLL, LTD. - STEPHEN KNOLL, LTD. 401(K) PLAN (2025) Form 5500
Creator: STEPHEN KNOLL, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEPHEN KNOLL, LTD. 401(K) PLAN, STEPHEN KNOLL, LTD.

STEPHEN KNOLL, LTD.EIN 13-3609667Plan #001PY 2025

19 EAST 62ND ST. - NEW YORK, NY 10065212-421-0408stephenknoll.comLinkedIn11-50 employeesapparel & fashion

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+16.3% from 2024

Total participants

-6.7% from 2024

Average account balance

$153,643

+16.3% from 2024

Annual return

14.28%

-1.44 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

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.

54.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$153,643

$70,366+118.3%

$66,674+130.4%

$138,895+10.6%

Participation rate

27.3%

76.2%-48.9pp

73.7%-46.4pp

79.9%-52.6pp

Annual return

14.28%

386.41%-372.1pp

321.24%-307.0pp

145.39%-131.1pp

Employer contribution / active EE

$2,765-100.0%

$2,620-100.0%

$4,194-100.0%

Participant deferral / active EE

$1,476

$4,374-66.3%

$4,084-63.9%

$6,396-76.9%

Admin fee / account holder

$5,262-100.0%

$5,098-100.0%

$12,562-100.0%

STEPHEN KNOLL, LTD. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STEPHEN KNOLL, LTD. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion