Department of Labor filing

STOUT RISIUS ROSS, LLC

STOUT RISIUS ROSS, LLC 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

85filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$9,979

Reported employer contributions per active participant.

Higher than about 91% of comparable plans

#People in the filing

1,074

Active participants reported for 2024.

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

¢Visible plan-paid fees

$69 / participant

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

Lower cost than about 70% of comparable plans

↗Investment performance

Not available

Plan assets changed 30.5%, 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 · 202485out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense70th percentileTypical peer $113 · based on 1,398 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, STOUT RISIUS ROSS, LLC reported $10,717,767 in employer contributions across the plan and 1,074 active participants. That works out to $9,979 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 proxy81%

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 19.2%

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

Expense trendUp 10.6%

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

Peer context85/100

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: $10,717,767
Participant contributions: $14,170,452
Other contributions: $13,010,138
Employer share of reported contributions: 43.1%
Beginning assets: $167,021,264
Ending assets: $218,025,557
Ending net assets: $218,025,557
Ending liabilities: $0
Total income: $65,176,426
Total expenses: $14,172,133
Administrative expenses: $81,491
Participant loans: $1,192,335

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

$8,375

2023

$10,521

2024

$9,979

Plan-paid administrative expenses per participant

2022

$63

2023

$156

2024

$69

Active participants

2022

813

2023

959

2024

1,074

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$9,979	1,074	218M	20250911080507NAL0000400544001
2023	$10,521	959	167M	20240709072021NAL0026691234001
2022	$8,375	813	123.4M	20231005152601NAL0028819440001

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: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 383003685-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1999
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
2A2E2F2G2J2K2T3D3H

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.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

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 ACK_ID20250911080507NAL0000400544001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗