Department of Labor filing

STONERIDGE INVESTMENT PARTNERS LLC

STONERIDGE INVESTMENT PARTNERS 401(K) SAVINGS PLAN · For the plan year ended Dec 31, 2025

Spot something wrong?
Public filing 2025 · received Jul 22, 2026Verified current terms Not available

Plan summary

What matters most

This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions rank below most comparable plans.

40Limited plan health
high confidence
See what drives the plan health score
Employer contributions versus peers7/10030% of the full model
Lower reported administrative cost28/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden100/10010% of the full model
Reported compliance signals20/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

09 · Employer contribution vs. peers7th percentile

Up 0.0% over the filing history shown.

What still needs verification

vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202513out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions7th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense28th percentileTypical peer $105 · based on 18,019 comparable plans

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

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, STONERIDGE INVESTMENT PARTNERS LLC reported $250 in employer contributions across this plan, or $25 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating10

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison13/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$250
$25 per active participant
Participant contributions
$91,250
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
0.3%
Active participants
10
Small plan
Total participants
14
16 at the beginning of the year
Ending assets
$5,898,552
$421,325 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$5,291,827
Ending net assets
$5,898,552
Beginning liabilities
$0
Ending liabilities
$0
Total income
$687,248
Total expenses
$80,523
Administrative expenses
$5,027
$359 per active participant
Participant loans
$6,302
0.1% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$25
Administrative cost per participant
2025
$359
Active participants
2025
10
Total plan assets
2025
$5,898,552
Participant loans as a share of assets
2025
0.1%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$25105.9M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.1%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Yes · $69,670A “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
251841566-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2000
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025STONERIDGE INC — 10-K filed 2026-03-16
Official filing · details not yet checked
What it says about employer contributions

lans The Company has certain defined contribution profit sharing and 401(k) plans covering substantially all of its employees in the United States and Europe. The Company provides matching contributions to the Company’s 401(k) plan. Company contributions are generally discretionary. For the years ended December 31, 2025, 2024 and 2023, expenses related to these plans amounted to $ 6,354 , $ 5,808 and $ 5,536 , respectively. 10. Financial Instruments and Fair Value Measurements Financial Instruments A financial instrument is cash or a contract that imposes an obligation to deliver or conveys a right to receive cash or another financial instrument. The carrying values of cash and cash equivalents, accounts receivable and accounts payable are considered to be representative of fair value beca

What it says about fees

depreciation are removed from the accounts, and any gain or loss on the disposition is recorded in the consolidated statements of operations as a component of selling, general and administrative expenses ("SG&A"). Impairment of Long-Lived or Finite-Lived Assets The Company reviews the carrying value of its long-lived assets and finite-lived intangible assets for impairment when events or circumstances indicate that their carrying value may not be recoverable. Factors the Company considers important that could trigger testing of the related asset groups for an impairment include current period operating or cash flow losses combined with a history of operating or cash flow losses, a projection or forecast that demonstrates continuing losses, significant adverse changes in the business climat

10-K · report period Dec 31, 2025ENTERPRISE PRODUCTS PARTNERS L.P. — 10-K filed 2026-02-27
Official filing · details not yet checked
What it says about employer contributions

a liquidating distribution of residual profits. EPCO expects to continue its policy of paying for limited perquisites attributable to our named executive officers. EPCO also makes matching contributions under its defined contribution plans for the benefit of our named executive officers in the same manner as it does for other EPCO employees. EPCO does not offer our named executive officers a defined benefit pension plan. Also, none of our named executive officers had nonqualified deferred compensation during the three years ended December 31, 2025 . Effective as of April 21, 2025, Mr. Hanley entered into a retention agreement with EPCO (the “Retention Agreement”). Pursuant to the Retention Agreement, Mr. Hanley will be entitled to a cash retention payment of $1,000,000, less any applicable

What it says about vesting

sing price of Partnership common units on December 31, 2025 (the last trading day of 2025) of $32.06 per unit. (3) Of the 2,289,425 phantom unit awards presented in the table, the vesting schedule is as follows: 877,075 in 2026; 669,575 in 2027; 438,325 in 2028, 204,450 in 2029, and 100,000 in 2030. Phantom unit awards For a description of phantom unit awards, see “ Grants of Equity-Based Awards in Fiscal Year 2025” within this Item 11. Potential Payments Upon Termination or Change-in-Control None of the named executive officers have any employment agreements that call for the payment of termination or severance benefits or provide for any payments in the event of a change in control of Enterprise GP. EPCO has entered into a Retention Agreement with Mr. Hanley, which is described under “Co

What it says about fees

expenses attributable to the ASA with EPCO for the years indicated: For the Year Ended December 31, 2025 2024 2023 Operating costs and expenses $ 1,443 $ 1,294 $ 1,189 General and administrative expenses 134 152 141 Total costs and expenses $ 1,577 $ 1,446 $ 1,330 Since the vast majority of such expenses are charged to us on an actual basis (i.e., no mark-up is charged or subsidy is received), we believe that such expenses are representative of what the amounts would have been on a standalone basis. With respect to allocated costs, we believe that the proportional direct allocation method employed by EPCO is reasonable and reflective of the estimated level of costs we would have incurred on a standalone basis. F-60 Table of Contents ENTERPRISE PRODUCTS PARTNERS L.P. NOTES TO CONSOLIDATED F

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260722123530NAL0009501267001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗