Plan Snapshot
- Plan Sponsor: Stahl Sheaffer Engineering, LLC
- Sponsor EIN: 113759367
- Sponsor Address: 301 SCIENCE PARK ROAD, SUITE 333, STATE COLLEGE, PA, 16803
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 125 | $10.7M | $330,509 | $802,407 |
| 2023 | 115 | $8.9M | $273,960 | $670,421 |
| 2022 | 95 | $7.6M | $209,313 | $576,237 |
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 |
|---|---|---|---|---|
| LEONARD J. MILLER & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,274 | $15,182 | $37,910 | — | — |
| 2023 | $56,651 | $12,843 | $30,938 | — | — |
| 2022 | $52,013 | $11,610 | $14,497 | — | $25,906 |