Plan Snapshot
- Plan Sponsor: S.T. Management Group
- Sponsor EIN: 134075217
- Sponsor Address: 130 WEST 37TH STREET 2ND FLOOR, NEW YORK, NY, 100187177
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $302,102
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 109 | $302,102 | $0 | $164,927 |
| 2023 | 140 | $201,295 | $0 | $137,652 |
| 2022 | 218 | $120,479 | $0 | $123,238 |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | Auditor | — | — | $0 |
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 | $8,918 | — | $8,918 | — | — |
| 2023 | $12,564 | — | $12,564 | — | — |
| 2022 | $5,681 | — | $5,681 | — | — |