Stova Group 401(k) match, vesting and fees
What Stova Group'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 | UBS Financial Services, Inc. | Schedule C ↗ |
| Independent auditor | Fiondella Milone & Lasaracina (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Stova Group: employer contribution per participant | $1,954 | |
| Peer median | $2,521 |
| Stova Group: average balance | $56,750 | |
| Peer median | $75,833 |
| Stova Group: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.27% |
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 $11.5M at the end of plan year 2023 to $12.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 254 | $12.5M | $432K | $1,954 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 276 | $11.5M | $544K | $2,239 | 0.58% | Not published | Form 5500 ↗ |
Common questions
Does Stova Group match 401(k) contributions?
The match terms for the Stova Group, LLC 401(k) Profit Sharing & Trust have not been published from its filing yet. The plan year 2024 filing reports $432K in employer contributions, about $1,954 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stova Group 401(k) match vested?
The vesting schedule for the Stova Group, LLC 401(k) Profit Sharing & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stova Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is UBS Financial Services, Inc.. The plan administrator is Stova Group, LLC.
I left Stova Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stova Group, LLC, (203) 242-8722) or the recordkeeper, UBS Financial Services, Inc.. The Stova Group old 401(k) page lists the contacts from every plan filing. Find an old Stova Group 401(k)
Data from the public Form 5500 annual reports Stova Group filed with the U.S. Department of Labor (plan years 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 Stova Group. Not financial advice. Report a correction · Methodology