Plan Snapshot
- Plan Sponsor: Staci Americas LLC
- Sponsor EIN: 455007613
- Sponsor Address: P.O. BOX 956430, DULUTH, GA, 30095
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $8.3M
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 | 410 | $8.3M | $685,021 | $1.2M |
| 2023 | 370 | $6.3M | $133,669 | $962,357 |
| 2022 | 399 | $5.0M | $130,171 | $870,431 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,359 | $10,007 | — | — | — |
| 2023 | $23,576 | $10,000 | — | — | — |
| 2022 | $14,517 | — | — | — | — |