Employers › Stoneridge
Recordkeeping fees per participant · Stoneridge Inc. 401(k) Retirement Plan · plan year 2024
$12.70
Higher than 12% of the 5,847 plans $50 to 250M that report it.
= $10,575 / 833
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014160115NAL0003229393001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014160115NAL0003229393001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-10-14.
Administrative expenses excluding investment management, per participant
$118.37
Higher than 63% of the 8,758 plans $50 to 250M that report it.
= $98,605 / 833
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014160115NAL0003229393001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014160115NAL0003229393001, received 2025-10-14
Administrative expenses per participant
$196.71
Higher than 70% of the 9,042 plans $50 to 250M that report it.
= $163,862 / 833
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014160115NAL0003229393001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014160115NAL0003229393001, received 2025-10-14
Administrative expenses as a share of assets
0.146%
Higher than 53% of the 9,049 plans $50 to 250M that report it.
= $163,862 / $112,274,349
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014160115NAL0003229393001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014160115NAL0003229393001, received 2025-10-14
Employer contributions per participant
$1,966
Higher than 32% of the 9,105 plans $50 to 250M that report it.
= $1,637,966 / 833
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014160115NAL0003229393001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014160115NAL0003229393001, received 2025-10-14
Employer share of total contributions
23.1%
Higher than 29% of the 9,112 plans $50 to 250M that report it.
= $1,637,966 / $7,084,485
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014160115NAL0003229393001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014160115NAL0003229393001, received 2025-10-14
Plan terms are described in Stoneridge Inc's SEC filings: Form 10-K filed 2026-03-16. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014160115NAL0003229393001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | STONERIDGE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Plan name | STONERIDGE INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Sponsor EIN / plan number | 34-1598949 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Sponsor location | NOVI, MI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Industry (business code) | 336100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Participants, beginning of year | 1,083 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Active participants | 678 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Participants, end of year | 1,049 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Participants with an account balance | 833 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Total assets, beginning of year | $103,287,707 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Total assets, end of year | $112,274,349 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Net assets, end of year | $112,274,349 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Total income | $22,772,158 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Net income | $8,986,642 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Employer contributions | $1,637,966 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Participant contributions | $3,838,699 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $1,607,820 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Total contributions | $7,084,485 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Benefit payments | $13,621,654 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $13,785,516 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Total administrative expenses | $163,862 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Contract administrator fees | $55,236 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Recordkeeping fees | $10,575 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Investment advisory and management fees | $65,257 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Administrative expenses excluding investment management | $98,605 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Held in common/collective trusts | $14,466,856 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Held in mutual funds | $96,993,813 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014160115NAL0003229393001, received 2025-10-14 |
| Independent auditor | REHMANN ROBSON LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014160115NAL0003229393001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014160115NAL0003229393001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| NEWPORT GROUP, INC.recordkeeper | RECORDKEEPER | 15 Recordkeeping and information management | $65,811 | yes |
| MORGAN STANLEY & CO. INC | ADVISOR | 27 Investment advisory (plan) | $65,257 | no |
| NEWPORT TRUST COMPANY | TRUSTEE | 21 Trustee (bank, trust company or similar) | $32,794 | 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 20251014160115NAL0003229393001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $103,287,707 | $112,274,349 | 8.7% |
| Participants with a balance | 862 | 833 | -3.4% |
| Administrative expenses | $144,268 | $163,862 | 13.6% |
| Recordkeeping fees per participant | $14.03 | $12.70 | -9.5% |
| Employer contributions | $1,613,977 | $1,637,966 | 1.5% |
Prior filing 20241015132719NAL0028572609001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: STONERIDGE, INC.; SEC registrant: STONERIDGE INC (CIK 1043337, matched by EIN; display name from the Form 10-K cover).