Plan Snapshot
- Plan Sponsor: Penn Stuart & Eskridge
- Sponsor EIN: 541064212
- Sponsor Address: 208 E. MAIN STREET, ABINGDON, VA, 24210
- Plan Type: DC
- Total Participants: 73
- Total Assets: $49.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 73 | $49.3M | $873,089 | $389,313 |
| 2023 | 75 | $44.4M | $1.0M | $413,722 |
| 2022 | 70 | $37.6M | $1.5M | $363,056 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $19,640 | — | $19,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,640
- Estimated Expense Ratio: 0.040% 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 | $2,737,864 | — | — | — | — |
| 2023 | $1,225,674 | — | — | — | — |
| 2022 | $3,563,571 | — | — | — | — |