Plan Snapshot
- Plan Sponsor: St Engineering Leeboy, INC.
- Sponsor EIN: 561217123
- Sponsor Address: 500 LINCOLN COUNTY PARKWAY EXTENSIO, LINCOLNTON, NC, 28092
- Plan Type: 401(k)
- Total Participants: 461
- Total Assets: $26.8M
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 | 461 | $26.8M | $1.1M | $1.8M |
| 2023 | 503 | $24.3M | $918,751 | $1.6M |
| 2022 | 340 | $20.3M | $736,447 | $1.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $134,822 | $2,476 | — | — | — |
| 2023 | $102,322 | $73,961 | — | — | — |
| 2022 | $121,446 | $82,267 | — | — | $6,332 |