Plan Snapshot
- Plan Sponsor: Stack Exchange, INC.
- Sponsor EIN: 272445468
- Sponsor Address: 548 MARKET ST., SAN FRANCISCO, CA, 941045402
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $47.6M
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 | 244 | $47.6M | $2.0M | $4.2M |
| 2023 | 271 | $41.1M | $3.0M | $5.4M |
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 |
|---|---|---|---|---|
| S B H U LIFE AGENCY INC | Investment Advisor | — | $43,110 | $43,110 |
| PENSION PROFIT SHARING SERVICES INC | Recordkeeper | $9,350 | — | $9,350 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $8,057 | — | $8,057 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S B H U LIFE AGENCY INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,517
- Estimated Expense Ratio: 0.127% 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 | $17,407 | — | $17,407 | — | — |
| 2023 | $38,079 | — | $38,079 | — | — |