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Department of Labor filing

STAUNTON CAPITAL, INC.

EMPLOYEES RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

32filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$607

Reported employer contributions per active participant.

Higher than about 12% of comparable plans
#People in the filing
287

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$68 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 77% of comparable plans
↗Investment performance
Not available

Plan assets changed 1.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202432out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions12th percentileTypical peer $1,943 · based on 715 comparable plans
Lower reported administrative expense77th percentileTypical peer $160 · based on 736 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, STAUNTON CAPITAL, INC. reported $174,067 in employer contributions across the plan and 287 active participants. That works out to $607 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 64.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 31.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context32/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$174,067
Participant contributions
$383,437
Other contributions
$9
Employer share of reported contributions
31.2%
Beginning assets
$6,076,828
Ending assets
$6,174,445
Ending net assets
$6,174,445
Ending liabilities
Not reported
Total income
$1,225,110
Total expenses
$1,127,493
Administrative expenses
$27,973
Participant loans
Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$370
2023
$505
2024
$607
Plan-paid administrative expenses per participant
2022
$52
2023
$51
2024
$68
Active participants
2022
388
2023
344
2024
287
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$6072876.2M20251013093646NAL0001044257002
2023$5053446.1M20241003083621NAL0010285617001
2022$3703885.8M20231010144731NAL0019058275001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
Not stated in the filing
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
561669702-003

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1989
Industry
Industry group 339
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AKRE2024Not reportedunknown
ALLIANCEBERNSTEIN2024Not reportedunknown
ALTEGRIS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
BLACKROCK2024Not reportedunknown
CHARLES SCHWAB TRUST BANK2024Not reportedunknown
COHEN & STEERS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
FULLER & THALER2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
JP MORGAN2024Not reportedunknown
LORD ABBETT2024Not reportedunknown
MFS2024Not reportedunknown
MORGAN STANLEY2024Not reportedunknown
PIMCO2024Not reportedunknown
PRUDENTIAL FUNDS2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251013093646NAL0001044257002
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗