Plan Snapshot
- Plan Sponsor: Stahl Specialty Company
- Sponsor EIN: 440609809
- Sponsor Address: 111 EAST PACIFIC STREET, KINGSVILLE, MO, 64061
- Plan Type: DB
- Total Participants: 73
- Total Assets: $77.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 73 | $77.4M | $0 | $0 |
| 2023 | 78 | $73.3M | $0 | $0 |
| 2022 | 86 | $64.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $267,948 | — | $267,948 |
| PRINCEWATERHOUSECOOPERS | Actuary | $135,000 | — | $135,000 |
| NBC SECURITIES INC | Other Service Provider | — | $120,657 | $120,657 |
| LIGON INDUSTRIES, LLC. | Other Service Provider | $75,000 | — | $75,000 |
| PEARCE BEVILL LEESBURG | Recordkeeper | $20,400 | — | $20,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCEWATERHOUSECOOPERS — Actuary
- PEARCE BEVILL LEESBURG — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $619,005
- Estimated Expense Ratio: 0.799% 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 | $608,135 | — | $267,948 | $20,400 | — |
| 2023 | $314,712 | — | $115,252 | $58,148 | — |
| 2022 | $290,416 | — | $127,250 | — | $53,008 |