Plan5500

Stoneridge Inc. 401(K) Retirement Plan — Form 5500 plan (Stoneridge, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Stoneridge Inc. 401(K) Retirement Plan is a benefit plan reported by Stoneridge, Inc. under EIN 34-1598949 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,118 participants and $103,287,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stoneridge, Inc.
EIN
34-1598949
Plan number
004
Plan type
2
Location
Novi, MI
Latest filing year
2023
Participants
1,118
End-of-year plan assets
$103,287,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,118H, C20241015132719NAL0028572609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,287,707
Total liabilities (EOY)
$0
Net assets (EOY)
$103,287,707
Net assets (BOY)
$91,518,257

Income & contributions

Employer contributions
$1,613,977
Participant contributions
$3,806,670
Total contributions
$5,927,147
Total income / additions
$21,791,608

Expenses & distributions

Benefits paid
$9,877,890
Administrative expenses
$144,268
Total expenses
$10,022,158
Net increase / (decrease)
$11,769,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$59,751$02023
Morgan Stanley & Co. IncADVISOR$56,212not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$28,305$02023

Related Form 5500 pages