Plan Snapshot
- Plan Sponsor: Hallmark Stone Company Acquisition, LLC
- Sponsor EIN: 721577383
- Sponsor Address: 2200 CASSENS DRIVE, FENTON, MO, 63026
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $9.5M
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 | 141 | $9.5M | $95,076 | $590,457 |
| 2023 | 146 | $8.2M | $99,676 | $569,588 |
| 2022 | 135 | $6.6M | $94,614 | $539,185 |
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 |
|---|---|---|---|---|
| BENEFIT PLAN PLUS | Other Service Provider | $5,325 | — | $5,325 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,325
- Estimated Expense Ratio: 0.056% 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 | $61,581 | — | — | — | — |
| 2023 | $53,989 | — | — | — | — |
| 2022 | $55,043 | — | — | — | — |