Plan Snapshot
- Plan Sponsor: Stackpath Management, INC.
- Sponsor EIN: 203505361
- Sponsor Address: 1950 NORTH STEMMONS FREEWAY SUITE 1, DALLAS, TX, 75207
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $16.4M
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. |
|---|---|---|---|---|
| 2023 | 112 | $16.4M | $695,353 | $1.5M |
| 2022 | 215 | $14.2M | $898,883 | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $65,860 | — | $65,860 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $28,304 | — | $28,304 |
| ALLIANCE BENEFIT GROUP OF HOUSTON I | Other Service Provider | — | $20,000 | $20,000 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $20,000 | — | $20,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,164
- Estimated Expense Ratio: 0.820% 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 |
|---|---|---|---|---|---|
| 2023 | $45,784 | $24,152 | — | — | — |
| 2022 | $54,723 | $17,148 | $37,575 | — | — |