# Stonex Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/stonex-group-inc-401k-plan

> Stonex Group INC.'s 401(k) plan: 1,824 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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