Plan Snapshot
- Plan Sponsor: Barrett & Stokely, INC.
- Sponsor EIN: 351402847
- Sponsor Address: 3755 E 82ND ST STE 230, INDIANAPOLIS, IN, 462402423
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 241 | $13.6M | $341,349 | $926,447 |
| 2023 | 203 | $11.5M | $229,293 | $720,617 |
| 2022 | 195 | $10.4M | $209,461 | $677,050 |
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, PC | 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 | $31,200 | — | $31,200 | — | — |
| 2023 | $29,477 | — | $29,477 | — | — |
| 2022 | $26,413 | — | $26,413 | — | — |