Plan Snapshot
- Plan Sponsor: Stonex Group INC.
- Sponsor EIN: 592921318
- Sponsor Address: 1251 NW BRIARCLIFF PKWY, KANSAS CITY, MO, 64116
- Plan Type: 401(k)
- Total Participants: 1,824
- Total Assets: $309.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,824 | $309.2M | $12.3M | $22.4M |
| 2023 | 1,843 | $265.6M | $11.1M | $20.8M |
| 2022 | 1,711 | $213.3M | $9.6M | $17.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $97,872 | — | $97,872 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,872
- Estimated Expense Ratio: 0.032% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $174,353 | — | — | $97,872 | — |
| 2023 | $76,953 | — | — | $49,824 | — |
| 2022 | $25,705 | — | — | — | — |