Stage Capital Florida 401(k) match, vesting and fees
What Stage Capital Florida's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Ins Co. of America | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,653 defined-contribution plans in management of companies and enterprises with fewer than 100 participants.
| Stage Capital Florida: employer contribution per participant | $2,236 | |
| Peer median | $2,097 |
| Stage Capital Florida: average balance | $42,509 | |
| Peer median | $64,191 |
| Stage Capital Florida: admin expenses ÷ assets | 0.94% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2M at the end of plan year 2022 to $2.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 82 | $2.7M | $143K | $2,236 | 0.94% | Not published | Form 5500 ↗ |
| 2024 | 51 | $1.9M | $63K | $1,305 | 1.24% | Not published | Form 5500 ↗ |
| 2023 | 100 | $1.8M | $66K | $683 | 1.22% | Not published | Form 5500 ↗ |
| 2022 | 163 | $2M | $83K | $780 | 0.98% | Not published | Form 5500 ↗ |
Common questions
Does Stage Capital Florida match 401(k) contributions?
The match terms for the Stage Capital LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $143K in employer contributions, about $2,236 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stage Capital Florida 401(k) match vested?
The vesting schedule for the Stage Capital LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stage Capital Florida 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Ins Co. of America. The plan administrator is Stage Capital Florida LLC.
I left Stage Capital Florida. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stage Capital Florida LLC, (941) 888-0936) or the recordkeeper, Empower Annuity Ins Co. of America. The Stage Capital Florida old 401(k) page lists the contacts from every plan filing. Find an old Stage Capital Florida 401(k)
Data from the public Form 5500 annual reports Stage Capital Florida filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Stage Capital Florida. Not financial advice. Report a correction · Methodology