# Stack Construction Technologies INC 401(k) Plan
Source: https://planprovider.pro/companies/stack-construction-technologies-inc-401k-plan

> Stack Construction Technologies INC's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/monroe-shine-and-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|—|—|—|

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