Plan Snapshot
- Plan Sponsor: Eden Stone Co., LLC
- Sponsor EIN: 391077054
- Sponsor Address: W4520 LIME ROAD, EDEN, WI, 53019
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 238
- Total Assets: $17.5M
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. |
|---|---|---|---|---|
| 2025 | 238 | $17.5M | $0 | $0 |
| 2024 | 205 | $15.0M | $231,618 | $715,779 |
| 2023 | 189 | $12.5M | $209,094 | $614,558 |
| 2022 | 201 | $10.5M | $200,478 | $604,737 |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT/MARK CAPOMACC | Other Service Provider | $49,536 | — | $49,536 |
| LINCOLN NATIONAL CORPORATION | Other Service Provider | $37,112 | — | $37,112 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,648
- Estimated Expense Ratio: 0.494% 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 |
|---|---|---|---|---|---|
| 2025 | $1,014,271 | $86,648 | — | — | — |
| 2024 | $73,190 | $73,190 | — | — | — |
| 2023 | $63,458 | $63,458 | — | — | — |
| 2022 | $62,109 | $62,109 | — | — | — |