Retirement plan

STUERE, LLC 401(K) PLAN

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

STUERE, LLCEIN 92-2303119Plan #001PY 2025

4323 ONTARIO DR. - BETTENDORF, IA 52722563-549-7824

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

No prior year

Total participants

No prior year

Average account balance

$101,041

No prior year

Annual return

14.51%

No prior year

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2J2F2G3D

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.
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

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

$39K

$3877 / participant

Other / not subdivided$39K100.0%

% of EOY assets

2.741%

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

$101,041

$212,386-52.4%

$199,883-49.4%

$138,895-27.3%

Participation rate

90.0%

87.4%+2.6pp

86.8%+3.2pp

79.9%+10.1pp

Annual return

14.51%

47.75%-33.2pp

43.81%-29.3pp

145.39%-130.9pp

Employer contribution / active EE

$3,504

$6,625-47.1%

$6,261-44.0%

$4,194-16.5%

Participant deferral / active EE

$9,274

$9,617-3.6%

$9,138+1.5%

$6,396+45.0%

Admin fee / account holder

$2,769

$18,233-84.8%

$17,268-84.0%

$12,562-78.0%

STUERE, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUERE, LLC 401(K) 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