Retirement plan

STONEAGE 401(K) RETIREMENT PLAN

Name: STONEAGE, INC. - STONEAGE 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: STONEAGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STONEAGE 401(K) RETIREMENT PLAN, STONEAGE, INC.

STONEAGE, INC.EIN 84-0810170Plan #001PY 2017

466 S. SKYLANE DR. - DURANGO, CO 81303970-259-2869

Other plans on this EIN

1 filing

#002Retirement-$16.1M assets

Prospect flagsFailed to transmit contributions

Top hat statement on fileNQDC

Filed February 11, 2025

Plan administrator

Plan administrator name— Sign in and upgrade to view

466 South Skylane Drv.

Durango, CO 81303

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Plans declared (1)

StoneAge Holdings Long-Term Incentive Plan7 emp

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Total assets (EOY)

$6.2M

+42.7% from 2016

Total participants

148

+15.6% from 2016

Average account balance

$43,713

+28.6% from 2016

Annual return

26.41%

+8.77 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.06M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

194

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$224

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-4411131	Recordkeeping	$5,118

Plan features & details

Pension benefit codes2F2G2J2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$5K

$38 / participant

Contract admin$3K51.4%
Other / not subdivided$2K48.6%

% of EOY assets

0.082%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,713

$64,909-32.7%

$82,312-46.9%

$62,293-29.8%

Participation rate

95.5%

74.9%+20.6pp

76.9%+18.6pp

69.5%+26.0pp

Annual return

26.41%

21.18%+5.2pp

25.88%+0.5pp

28.90%-2.5pp

Employer contribution / active EE

$2,661

$1,676+58.8%

$2,428+9.6%

$2,042+30.3%

Participant deferral / active EE

$5,381

$3,103+73.4%

$3,706+45.2%

$3,169+69.8%

Admin fee / account holder

$36

$440-91.8%

$5,608-99.4%

$479-92.5%

Provider

Service type

Compensation

NEWPORT GROUP, INC.1 year

Filed as: NEWPORT GROUP

Service code 15 · EIN 27-4411131

Recordkeeping

$5,118

STONEAGE 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STONEAGE 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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