Stanley Street Treatment and Resources retirement plan: assets, participants and fees
What Stanley Street Treatment and Resources' retirement plan 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 | Mutual of America Investment Corp | 2023 Schedule C ↗ |
| Independent auditor | Aafcpas, Inc (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Stanley Street Treatment and Resources: employer contribution per participant | $224 | |
| Peer median | $2,411 |
| Stanley Street Treatment and Resources: average balance | $27,472 | |
| Peer median | $61,921 |
| Stanley Street Treatment and Resources: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.39% |
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 $8.9M at the end of plan year 2021 to $9.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 509 | $9.7M | $79K | $224 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 505 | $10.1M | $79K | $264 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 521 | $8.4M | $82K | $360 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 494 | $8.9M | $24K | $131 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Stanley Street Treatment and Resources match 401(k) contributions?
The match terms for the Stanley Street Treatment and Resources, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $79K in employer contributions, about $224 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stanley Street Treatment and Resources 401(k) match vested?
The vesting schedule for the Stanley Street Treatment and Resources, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stanley Street Treatment and Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Mutual of America Investment Corp. The plan administrator is Stanley Street Treatment and Resources, Inc..
I left Stanley Street Treatment and Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stanley Street Treatment and Resources, Inc., (508) 324-7768) or the recordkeeper, Mutual of America Investment Corp. The Stanley Street Treatment and Resources old 401(k) page lists the contacts from every plan filing. Find an old Stanley Street Treatment and Resources 401(k)
Data from the public Form 5500 annual reports Stanley Street Treatment and Resources filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Stanley Street Treatment and Resources. Not financial advice. Report a correction · Methodology