401k Record

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Stored Energy Holdings 401(k)

Recordkeeping fees per participant · Stored Energy Holdings 401(k) Plan · plan year 2024

$115.85

Higher than 68% of the 7,477 plans $1 to 10M that report it.

Source

= $12,628 / 109
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250819110631NAL0003733936001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819110631NAL0003733936001, received 2025-08-19

10th: $11.10median $71.5290th: $209.21

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 2025-08-19.

Cost and contributions

Administrative expenses excluding investment management, per participant

$269.34

10th: $13.66median $103.3390th: $302.77

Higher than 87% of the 14,713 plans $1 to 10M that report it.

Source

= $29,358 / 109
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819110631NAL0003733936001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819110631NAL0003733936001, received 2025-08-19

Administrative expenses per participant

$375.82

10th: $19.42median $150.2790th: $370.75

Higher than 91% of the 15,210 plans $1 to 10M that report it.

Source

= $40,964 / 109
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819110631NAL0003733936001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819110631NAL0003733936001, received 2025-08-19

Administrative expenses as a share of assets

0.824%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 77% of the 15,243 plans $1 to 10M that report it.

Source

= $40,964 / $4,973,269
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819110631NAL0003733936001, received 2025-08-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819110631NAL0003733936001, received 2025-08-19

Employer contributions per participant

$1,329

10th: $357median $1,32390th: $2,861

Higher than 50% of the 13,342 plans $1 to 10M that report it.

Source

= $144,875 / 109
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819110631NAL0003733936001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819110631NAL0003733936001, received 2025-08-19

Employer share of total contributions

25.1%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 38% of the 13,370 plans $1 to 10M that report it.

Source

= $144,875 / $576,640
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819110631NAL0003733936001, received 2025-08-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819110631NAL0003733936001, received 2025-08-19

Plan terms, as stated in Stored Energy Holdings, 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 · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250819110631NAL0003733936001, received 2025-08-19

Full record, Stored Energy Holdings 401(k) Plan

FieldValueSource
Plan sponsorSTORED ENERGY HOLDINGS, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250819110631NAL0003733936001, received 2025-08-19
Plan nameSTORED ENERGY HOLDINGS 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250819110631NAL0003733936001, received 2025-08-19
Sponsor EIN / plan number47-2506272 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250819110631NAL0003733936001, received 2025-08-19
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250819110631NAL0003733936001, received 2025-08-19
Sponsor locationAUBURN, MAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250819110631NAL0003733936001, received 2025-08-19
Industry (business code)441300, Retail tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250819110631NAL0003733936001, received 2025-08-19
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250819110631NAL0003733936001, received 2025-08-19
Filing received2025-08-19Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250819110631NAL0003733936001, received 2025-08-19
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250819110631NAL0003733936001, received 2025-08-19
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250819110631NAL0003733936001, received 2025-08-19
Participants, beginning of year114Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250819110631NAL0003733936001, received 2025-08-19
Active participants88Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250819110631NAL0003733936001, received 2025-08-19
Participants, end of year117Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250819110631NAL0003733936001, received 2025-08-19
Participants with an account balance109Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819110631NAL0003733936001, received 2025-08-19
Total assets, beginning of year$4,569,167Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250819110631NAL0003733936001, received 2025-08-19
Total assets, end of year$4,973,269Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819110631NAL0003733936001, received 2025-08-19
Net assets, end of year$4,973,269Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250819110631NAL0003733936001, received 2025-08-19
Total income$1,261,861Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250819110631NAL0003733936001, received 2025-08-19
Net income$404,102Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250819110631NAL0003733936001, received 2025-08-19
Employer contributions$144,875Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819110631NAL0003733936001, received 2025-08-19
Participant contributions$431,765Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250819110631NAL0003733936001, received 2025-08-19
Total contributions$576,640Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819110631NAL0003733936001, received 2025-08-19
Benefit payments$811,341Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250819110631NAL0003733936001, received 2025-08-19
Total expenses (incl. benefit payments)$857,759Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250819110631NAL0003733936001, received 2025-08-19
Total administrative expenses$40,964Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819110631NAL0003733936001, received 2025-08-19
Contract administrator fees$1,730Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250819110631NAL0003733936001, received 2025-08-19
Recordkeeping fees$12,628Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250819110631NAL0003733936001, received 2025-08-19
IQPA audit fees$15,000Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250819110631NAL0003733936001, received 2025-08-19
Investment advisory and management fees$11,606Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250819110631NAL0003733936001, received 2025-08-19
Administrative expenses excluding investment management$29,358derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819110631NAL0003733936001, received 2025-08-19
Held in common/collective trusts$234,058Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250819110631NAL0003733936001, received 2025-08-19
Held in mutual funds$4,634,286Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250819110631NAL0003733936001, received 2025-08-19
Independent auditorSTOWE & DEGON LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250819110631NAL0003733936001, received 2025-08-19

Position = column in the DOL layout for form year 2024. Filing 20250819110631NAL0003733936001, received 2025-08-19.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
STOWE & DEGON, LLCACCOUNTANT 10 Accounting (including auditing) $15,000no
CAPITAL GROUP RET. PLAN SVC.recordkeeperRECORDKEEPER 64 Recordkeeping fees $13,078yes
CREATIVE PLANNING LLCINV. ADVISOR 27 Investment advisory (plan) $9,044no

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 20250819110631NAL0003733936001, received 2025-08-19.

What changed since the 2023 plan year

Figure20232024Change
Total assets$4,569,167$4,973,2698.8%
Participants with a balance1041094.8%
Administrative expenses$27,178$40,96450.7%
Recordkeeping fees per participant$109.61$115.855.7%
Employer contributions$130,179$144,87511.3%

Prior filing 20240903091242NAL0010480531001, received 2024-09-03; the plan years are contiguous.

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Sponsor name as filed: STORED ENERGY HOLDINGS, INC.; SEC registrant: Stored Energy Holdings, Inc. (CIK 1630274, matched by EIN).