Plan Snapshot
- Plan Sponsor: Independent Stave Company, LLC
- Sponsor EIN: 440515123
- Sponsor Address: 1078 S JEFFERSON, LEBANON, MO, 65536
- Plan Type: 401(k)
- Total Participants: 2,307
- Total Assets: $112.9M
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 | 2,307 | $112.9M | $3.9M | $7.9M |
| 2023 | 2,267 | $93.3M | $3.6M | $7.3M |
| 2022 | 1,311 | $75.0M | $2.7M | $5.6M |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN, LLP — Auditor
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 | $338,522 | $81,979 | — | — | — |
| 2023 | $293,475 | $76,504 | — | — | — |
| 2022 | $244,833 | $92,506 | — | — | $152,327 |