Warners Stellian 401(k) match, vesting and fees
What Warners Stellian'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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Warners Stellian: employer contribution per participant | $1,047 | |
| Peer median | $928 |
| Warners Stellian: average balance | $58,385 | |
| Peer median | $40,685 |
| Warners Stellian: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.37% |
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 $26.6M at the end of plan year 2021 to $32.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 620 | $32.2M | $578K | $1,047 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 620 | $29.3M | $762K | $1,488 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 533 | $24.2M | $1.1M | $2,044 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 485 | $26.6M | $1.1M | $2,386 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Warners Stellian match 401(k) contributions?
The match terms for the Warners Stellian Co. , Inc. 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $578K in employer contributions, about $1,047 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Warners Stellian 401(k) match vested?
The vesting schedule for the Warners Stellian Co. , Inc. 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Warners Stellian 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Warners Stellian Co., Inc..
I left Warners Stellian. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Warners Stellian Co., Inc., (651) 222-0011) or the recordkeeper, Stancorp Financial Group. The Warners Stellian old 401(k) page lists the contacts from every plan filing. Find an old Warners Stellian 401(k)
Data from the public Form 5500 annual reports Warners Stellian 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 Warners Stellian. Not financial advice. Report a correction · Methodology