Stadion Maximum Growth Fund — Form 5500 plan (Benefit Trust Company)

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, Stadion Maximum Growth Fund is a benefit plan reported by Benefit Trust Company under EIN 43-0995254 and plan number 048. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $19,992,904 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20MPlan net assets, end of year$19,980,775
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Benefit Trust Company
EIN
43-0995254
Plan number
048
Plan type
4
Location
Overland Park, KS
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240905120112NAL0038672928001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20M total assets
Net assets$20MLiabilities$12.1K
Money in vs. money out
Total income / additions$3.3M
Total expenses$125.8K
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$19,992,904
Total liabilities (EOY)
$12,129
Net assets (EOY)
$19,980,775
Net assets (BOY)
$20,422,208

Income & contributions

Total contributions
$0
Total income / additions
$3,317,379

Expenses & distributions

Benefits paid
$0
Administrative expenses
$125,778
Total expenses
$125,778
Net increase / (decrease)
$3,191,601
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages