401k Record

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Stavvy 401(k)

Recordkeeping fees per participant · Stavvy 401(k) Plan · plan year 2023

$5.41

Higher than 5% of the 8,500 plans $1 to 10M that report it.

Source

= $1,028 / 190
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241015161154NAL0050376160008, received 2024-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015161154NAL0050376160008, received 2024-10-15

10th: $8.53median $58.0190th: $178.81

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-10-15.

Cost and contributions

Administrative expenses excluding investment management, per participant

$5.41

10th: $10.83median $92.8690th: $271.69

Higher than 4% of the 17,126 plans $1 to 10M that report it.

Source

= $1,028 / 190
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241015161154NAL0050376160008, received 2024-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015161154NAL0050376160008, received 2024-10-15

Administrative expenses per participant

$17.74

10th: $16.05median $134.8990th: $338.53

Higher than 11% of the 17,762 plans $1 to 10M that report it.

Source

= $3,371 / 190
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241015161154NAL0050376160008, received 2024-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015161154NAL0050376160008, received 2024-10-15

Administrative expenses as a share of assets

0.073%

10th: 0.056%median 0.483%90th: 1.081%

Higher than 12% of the 17,798 plans $1 to 10M that report it.

Source

= $3,371 / $4,603,995
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241015161154NAL0050376160008, received 2024-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241015161154NAL0050376160008, received 2024-10-15

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 190
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241015161154NAL0050376160008, received 2024-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015161154NAL0050376160008, received 2024-10-15

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $2,728,799
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241015161154NAL0050376160008, received 2024-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241015161154NAL0050376160008, received 2024-10-15

Plan terms, as stated in Stavvy, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20241015161154NAL0050376160008, received 2024-10-15

Full record, Stavvy 401(k) Plan

FieldValueSource
Plan sponsorSTAVVY, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20241015161154NAL0050376160008, received 2024-10-15
Plan nameSTAVVY 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20241015161154NAL0050376160008, received 2024-10-15
Sponsor EIN / plan number83-2861139 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20241015161154NAL0050376160008, received 2024-10-15
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20241015161154NAL0050376160008, received 2024-10-15
Sponsor locationBOSTON, MAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20241015161154NAL0050376160008, received 2024-10-15
Industry (business code)443142, Retail tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20241015161154NAL0050376160008, received 2024-10-15
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20241015161154NAL0050376160008, received 2024-10-15
Filing received2024-10-15Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20241015161154NAL0050376160008, received 2024-10-15
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20241015161154NAL0050376160008, received 2024-10-15
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20241015161154NAL0050376160008, received 2024-10-15
Participants, beginning of year184Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20241015161154NAL0050376160008, received 2024-10-15
Active participants154Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20241015161154NAL0050376160008, received 2024-10-15
Participants, end of year210Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20241015161154NAL0050376160008, received 2024-10-15
Participants with an account balance190Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015161154NAL0050376160008, received 2024-10-15
Total assets, beginning of year$2,195,635Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20241015161154NAL0050376160008, received 2024-10-15
Total assets, end of year$4,603,995Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241015161154NAL0050376160008, received 2024-10-15
Net assets, end of year$4,603,995Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20241015161154NAL0050376160008, received 2024-10-15
Total income$3,297,959Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20241015161154NAL0050376160008, received 2024-10-15
Net income$2,408,360Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20241015161154NAL0050376160008, received 2024-10-15
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241015161154NAL0050376160008, received 2024-10-15
Participant contributions$1,621,017Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20241015161154NAL0050376160008, received 2024-10-15
Other contributions (incl. rollovers)$1,107,782Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20241015161154NAL0050376160008, received 2024-10-15
Total contributions$2,728,799Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241015161154NAL0050376160008, received 2024-10-15
Benefit payments$886,228Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20241015161154NAL0050376160008, received 2024-10-15
Total expenses (incl. benefit payments)$889,599Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20241015161154NAL0050376160008, received 2024-10-15
Total administrative expenses$3,371Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241015161154NAL0050376160008, received 2024-10-15
Recordkeeping fees$1,028Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241015161154NAL0050376160008, received 2024-10-15
Investment advisory and management fees$2,343Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20241015161154NAL0050376160008, received 2024-10-15
Administrative expenses excluding investment management$1,028derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241015161154NAL0050376160008, received 2024-10-15
Held in mutual funds$4,517,383Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20241015161154NAL0050376160008, received 2024-10-15
Independent auditorKAHN, LITWIN, RENZA & CO., LTDSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20241015161154NAL0050376160008, received 2024-10-15

Position = column in the DOL layout for form year 2023. Filing 20241015161154NAL0050376160008, received 2024-10-15.

Service providers paid directly by the plan

No Schedule C line 2 providers are listed on this filing.

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20241015161154NAL0050376160008, received 2024-10-15.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

Alerts, claims and corrections

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Sponsor name as filed: STAVVY, INC.; SEC registrant: Stavvy, Inc. (CIK 1772519, matched by EIN).