Retirement plan

STONE CANYON RANCH 401(K) PLAN AND TRUST

Name: STONE CANYON RANCH, LLC C/O KKR ACCOUNTING SERVICES, LLC - STONE CANYON RANCH 401(K) PLAN AND TRUST (2024) Form 5500
Creator: STONE CANYON RANCH, LLC C/O KKR ACCOUNTING SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STONE CANYON RANCH 401(K) PLAN AND TRUST, STONE CANYON RANCH, LLC C/O KKR ACCOUNTING SERVICES, LLC

STONE CANYON RANCH, LLC C/O KKR ACCOUNTING SERVICES, LLCEIN 20-0381037Plan #001PY 2024

155 BOVET ROAD, SUITE 770 - SAN MATEO, CA 94402650-653-2422LinkedIn11-50 employeesranching

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+28.9% from 2023

Total participants

+17.6% from 2023

Average account balance

$177,377

+9.5% from 2023

Annual return

29.06%

+15.86 pp from 2023

Benchmarks

See 6,255 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,255 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.55M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$303K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+29.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15309

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 codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$306K

$20412 / participant

Other / not subdivided$306K100.0%

% of EOY assets

8.631%

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

$177,377

$150,412+17.9%

$120,574+47.1%

$145,884+21.6%

Participation rate

100.0%

78.8%+21.2pp

71.9%+28.1pp

80.3%+19.7pp

Annual return

29.06%

154.50%-125.4pp

107.42%-78.4pp

551.85%-522.8pp

Employer contribution / active EE

$12,463

$4,355+186.2%

$3,471+259.1%

$4,662+167.3%

Participant deferral / active EE

$7,768

$6,175+25.8%

$4,996+55.5%

$6,690+16.1%

Admin fee / account holder

$15,309

$12,224+25.2%

$9,445+62.1%

$13,392+14.3%

STONE CANYON RANCH 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STONE CANYON RANCH 401(K) PLAN AND TRUST

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