Plan Snapshot
- Plan Sponsor: Kings Plush, INC. Dba Sti, INC.
- Sponsor EIN: 561472891
- Sponsor Address: PO BOX 398, KINGS MOUNTAIN, NC, 280860398
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $8.3M
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 | 203 | $8.3M | $316,263 | $465,028 |
| 2023 | 207 | $7.6M | $347,031 | $519,926 |
| 2022 | 224 | $6.2M | $373,563 | $596,358 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $39,871 | — | $39,871 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | $23,740 | — | $23,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,611
- Estimated Expense Ratio: 0.765% 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 | $63,611 | $23,740 | — | — | — |
| 2023 | $52,880 | $20,157 | — | — | — |
| 2022 | $58,280 | $21,146 | — | — | — |