Retirement plan

STANLEY RETIREMENT PLAN

Name: S.C. COMPANIES, INC. - STANLEY RETIREMENT PLAN (2024) Form 5500
Creator: S.C. COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANLEY RETIREMENT PLAN, S.C. COMPANIES, INC.

S.C. COMPANIES, INC.dba STANLEY BUILDINGEIN 42-1269893Plan #001PY 2024

225 IOWA AVENUE - MUSCATINE, IA 527613784563-264-6600

Other plans on this EIN

1 filing

#002Retirement-$76.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$325.1M

-7.8% from 2017

Total participants

1,488

-0.1% from 2017

Average account balance

$221,487

-8.7% from 2017

Annual return

17.87%

-14.32 pp from 2017

Benchmarks

See 3,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$329.62M

Not enough data

1 years with asset history on file

Average account balance

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

$225K

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.

1,468

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+5.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$200

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 13 · EIN 23-2640992	Contract Administrator	$204,262
ANDERSON, LOWER, WHITLOW, P.C.9+ years Service code 10 · EIN 42-1394940	Accounting	$10,175

Plan features & details

Pension benefit codes2E2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$312K

$387 / participant

Investment mgmt$97K31.2%
Contract admin$204K65.6%
Other / not subdivided$10K3.3%

% of EOY assets

0.096%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ANDERSON, LOWER, WHITLOW, P.C.
Auditor EIN: 421394940
Audit fees: $10,175
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$221,487

$106,264+108.4%

$147,117+50.6%

$77,762+184.8%

Participation rate

97.5%

78.4%+19.1pp

82.2%+15.3pp

70.6%+26.9pp

Annual return

17.87%

56.94%-39.1pp

420.54%-402.7pp

31.27%-13.4pp

Employer contribution / active EE

$6,275

$4,074+54.0%

$4,932+27.2%

$2,728+130.0%

Participant deferral / active EE

$11,921

$8,003+49.0%

$8,065+47.8%

$4,651+156.3%

Admin fee / account holder

$212

$334-36.5%

$12,993-98.4%

$433-51.0%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.9+ years

Filed as: VANGUARD FIDUCIARY TRUST COMPANY

Service code 13 · EIN 23-2640992

Contract Administrator

$204,262

ANDERSON, LOWER, WHITLOW, P.C.9+ years

Service code 10 · EIN 42-1394940

Accounting

$10,175

STANLEY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANLEY RETIREMENT 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