Plan Snapshot
- Plan Sponsor: Edwin B. Stimpson Company, INC.
- Sponsor EIN: 111373230
- Sponsor Address: 1515 SW 13TH COURT, POMPANO BEACH, FL, 330694710
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $27.1M
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 | 179 | $27.1M | $0 | $756,421 |
| 2023 | 180 | $25.2M | $0 | $711,383 |
| 2022 | 176 | $23.9M | $0 | $747,046 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $32,000 | — | $32,000 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $26,176 | — | $26,176 |
| GRASSI & CO., CPAS, P.C. | Auditor | $20,293 | — | $20,293 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
- GRASSI & CO., CPAS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,469
- Estimated Expense Ratio: 0.290% 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 |
|---|---|---|---|---|---|
| 2024 | $26,176 | — | $26,176 | — | — |
| 2023 | $30,564 | — | $30,564 | — | — |
| 2022 | $26,031 | — | $26,031 | — | — |