# Stafford-Smith INC 401(k) Plan
Source: https://planprovider.pro/companies/stafford-smith-inc-401k-plan

> Stafford-Smith INC's 401(k) plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stafford-Smith INC

- **Sponsor EIN:** 381059585

- **Sponsor Address:** 3414 S BURDICK ST, KALAMAZOO, MI, 490014836

- **Plan Type:** 401(k)

- **Total Participants:** 310

- **Total Assets:** $13.4M

## 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|310|$13.4M|$175,788|$1.2M|

| 2023|265|$11.5M|$159,277|$1.1M|

| 2022|258|$9.0M|$154,185|$999,340|

## 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|

| BAIRD INSURANCE SERVICES INC|OTHER SERVICES|—|$15,586|$15,586|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$5,185|—|$5,185|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,771

- **Estimated Expense Ratio:** 0.155% 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|$5,185|—|$5,185|—|—|

| 2023|$4,718|—|$4,718|—|—|

| 2022|$3,840|—|$3,840|—|—|

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