# Stahl & Associates Insurance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stahl-associates-insurance-inc-401k-plan

> Stahl & Associates Insurance, INC.'s 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Stahl & Associates Insurance, INC.

- **Sponsor EIN:** 592273547

- **Sponsor Address:** 110 CARILLON PARKWAY, ST. PETERSBURG, FL, 33716

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$257,721|$691,684|

| 2022|113|$14.0M|$234,880|$906,052|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$54,822|$9,712|$64,534|

| WELLS, HOUSER & SCHATZEL, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,534

### 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|$83,347|—|$83,347|—|—|

| 2022|$58,422|—|$58,422|—|—|

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