Plan Snapshot
- Plan Sponsor: Stageright Corporation
- Sponsor EIN: 382513133
- Sponsor Address: 528 PIONEER PARKWAY, CLARE, MI, 48617
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $27.6M
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 | 249 | $27.6M | $534,375 | $1.2M |
| 2023 | 228 | $26.7M | $509,707 | $1.1M |
| 2022 | 200 | $23.2M | $475,472 | $971,837 |
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 | RECORDKEEPER | $39,900 | — | $39,900 |
| MMA SECURITIES LLC | CONTRACT ADMIN | $35,000 | — | $35,000 |
| WEINLANDER FITZHUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — CONTRACT ADMIN
- WEINLANDER FITZHUGH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,900
- Estimated Expense Ratio: 0.272% 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 | $81,603 | $8,750 | $36,883 | — | — |
| 2023 | $77,925 | $26,250 | $42,625 | — | — |
| 2022 | $91,159 | $26,250 | $45,867 | — | $15,632 |