# Sanstone Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sanstone-management-company-llc-401k-plan

> Sanstone Management Company, LLC's 401(k) plan: 1,926 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sanstone Management Company, LLC

- **Sponsor EIN:** 851120070

- **Sponsor Address:** 229 AIRPORT RD, STE 7-104, ARDEN, NC, 287046402

- **Plan Type:** 401(k)

- **Total Participants:** 1,926

- **Total Assets:** $8.7M

## 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|1,926|$8.7M|$638,525|$1.0M|

| 2023|1,929|$6.6M|$538,906|$917,357|

| 2022|1,735|$5.0M|$511,663|$761,383|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$35,186|—|$35,186|

| BLACKBURN, CHILDERS & STEGALL, PLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,186

- **Estimated Expense Ratio:** 0.405% 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|$35,186|—|—|—|—|

| 2023|$29,420|—|—|—|—|

| 2022|$23,762|—|—|—|—|

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