Employers › Stodge
Recordkeeping fees per participant · Stodge Inc 401(k) Plan · plan year 2024
$5.34
Higher than 4% of the 7,477 plans $1 to 10M that report it.
= $1,368 / 256
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250623220457NAL0006744753008, received 2025-06-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623220457NAL0006744753008, received 2025-06-23
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 2024-01-01 to 2024-12-31, filing received 2025-06-23.
Administrative expenses excluding investment management, per participant
$5.34
Higher than 3% of the 14,713 plans $1 to 10M that report it.
= $1,368 / 256
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250623220457NAL0006744753008, received 2025-06-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623220457NAL0006744753008, received 2025-06-23
Administrative expenses per participant
$26.02
Higher than 13% of the 15,210 plans $1 to 10M that report it.
= $6,660 / 256
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250623220457NAL0006744753008, received 2025-06-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623220457NAL0006744753008, received 2025-06-23
Administrative expenses as a share of assets
0.082%
Higher than 12% of the 15,243 plans $1 to 10M that report it.
= $6,660 / $8,112,620
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250623220457NAL0006744753008, received 2025-06-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250623220457NAL0006744753008, received 2025-06-23
Employer contributions per participant
$0
Fewer than 50 comparable plans report this figure; no percentile.
= $0 / 256
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250623220457NAL0006744753008, received 2025-06-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623220457NAL0006744753008, received 2025-06-23
Employer share of total contributions
0.0%
Fewer than 50 comparable plans report this figure; no percentile.
= $0 / $2,792,358
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250623220457NAL0006744753008, received 2025-06-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250623220457NAL0006744753008, received 2025-06-23
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 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 20250623220457NAL0006744753008, received 2025-06-23
| Field | Value | Source |
|---|---|---|
| Plan sponsor | STODGE INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Plan name | STODGE INC 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Sponsor EIN / plan number | 83-2644643 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Sponsor location | SCOTTSDALE, AZ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Industry (business code) | 511210, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Filing received | 2025-06-23 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Participants, beginning of year | 259 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Active participants | 239 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Participants, end of year | 282 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Participants with an account balance | 256 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Total assets, beginning of year | $5,445,279 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Total assets, end of year | $8,112,620 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Net assets, end of year | $8,112,620 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Total income | $3,692,001 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Net income | $2,667,341 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Employer contributions | $0 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Participant contributions | $2,154,410 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Other contributions (incl. rollovers) | $637,948 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Total contributions | $2,792,358 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Benefit payments | $1,009,710 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Total expenses (incl. benefit payments) | $1,024,660 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Total administrative expenses | $6,660 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Recordkeeping fees | $1,368 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Investment advisory and management fees | $5,292 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Administrative expenses excluding investment management | $1,368 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Held in mutual funds | $8,092,307 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250623220457NAL0006744753008, received 2025-06-23 |
| Independent auditor | FRANK, RIMERMAN + CO. LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250623220457NAL0006744753008, received 2025-06-23 |
Position = column in the DOL layout for form year 2024. Filing 20250623220457NAL0006744753008, received 2025-06-23.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| GUIDELINE, INC.recordkeeper | RECORDKEEPER | 14 Plan administrator; 15 Recordkeeping and information management; 16 Consulting (general); 26 Investment advisory (participants); 27 Investment advisory (plan); 31 Named fiduciary; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 72 Other investment fees and expenses | $5,993 | no |
| BENEFIT TRUST COMPANY | CUSTODIAN | 18 Custodial (other than securities); 19 Custodial (securities) | $0 | yes |
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 20250623220457NAL0006744753008, received 2025-06-23.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $5,445,279 | $8,112,620 | 49.0% |
| Participants with a balance | 237 | 256 | 8.0% |
| Administrative expenses | $4,932 | $6,660 | 35.0% |
| Recordkeeping fees per participant | $6.84 | $5.34 | -21.8% |
| Employer contributions | $0 | $0 |
Prior filing 20240829220022NAL0013682977004, received 2024-08-29; the plan years are contiguous.
Sponsor name as filed: STODGE INC; SEC registrant: Stodge Inc. (CIK 1848312, matched by EIN).