Department of Labor filing

STOCKMAN KAST RYAN & CO., LLP

STOCKMAN KAST RYAN & CO. 401(K) PLAN · For the plan year ended Apr 30, 2025

Public filing 2024 · received May 21, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

72filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$4,318

Reported employer contributions per active participant.

Higher than about 68% of comparable plans

#People in the filing

110

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$40 / participant

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

Lower cost than about 82% of comparable plans

↗Investment performance

Not available

Plan assets changed -44.0%, 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 · 202472out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions68th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense82nd percentileTypical peer $173 · based on 5,672 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 Apr 30, 2025, STOCKMAN KAST RYAN & CO., LLP reported $474,980 in employer contributions across the plan and 110 active participants. That works out to $4,318 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 proxy64%

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 39.0%

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

Expense trendUp 25.7%

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

Peer context72/100

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: $474,980
Participant contributions: $632,060
Other contributions: $17,959
Employer share of reported contributions: 42.9%
Beginning assets: $14,731,782
Ending assets: $8,256,558
Ending net assets: $8,256,558
Ending liabilities: $0
Total income: $2,359,307
Total expenses: $8,834,531
Administrative expenses: $6,715
Participant loans: $9,663

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

$3,107

2023

$3,451

2024

$4,318

Plan-paid administrative expenses per participant

2022

$32

2023

$28

2024

$40

Active participants

2022

103

2023

109

2024

110

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,318	110	8.3M	20260521194946NAL0002391953001
2023	$3,451	109	14.7M	20250214150603NAL0043184992001
2022	$3,107	103	12.9M	20240202162818NAL0016044515001

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: 0.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 841509584-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 16, 1995
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2S2T3B3D3F3H

Current plan terms

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Filing ACK_ID20260521194946NAL0002391953001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗