Plan Snapshot
- Plan Sponsor: Stack Construction Technologies INC
- Sponsor EIN: 823692025
- Sponsor Address: 9999 CARVER RD STE 300, BLUE ASH, OH, 45242
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $4.9M
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 | 95 | $4.9M | $213,648 | $975,978 |
| 2023 | 103 | $3.2M | $229,688 | $879,414 |
| 2022 | 109 | $1.9M | $164,281 | $722,274 |
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 |
|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS, INC. | INVESTMENT ADVISORY-PLAN | $10,022 | — | $10,022 |
| EMPOWER ADVISORY GROUP, LLC | RECORDKEEPER | $6,396 | — | $6,396 |
| MONROE SHINE & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE SHINE & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,418
- Estimated Expense Ratio: 0.333% 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 | $16,603 | — | — | — | — |
| 2023 | $4,665 | — | — | — | — |
| 2022 | $1,855 | $1,855 | — | — | — |