Plan Snapshot
- Plan Sponsor: Stake Center Locating. INC.
- Sponsor EIN: 841377934
- Sponsor Address: 7027 ALBERT PICK RD, GREENSBORO, NC, 274099828
- Plan Type: 401(k)
- Total Participants: 828
- Total Assets: $4.5M
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 | 828 | $4.5M | $119,492 | $736,517 |
| 2023 | 926 | $4.3M | $135,457 | $777,592 |
| 2022 | 838 | $4.0M | $125,497 | $676,703 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $21,031 | $21,031 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $20,084 | — | $20,084 |
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- SMITH LEONARD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,115
- Estimated Expense Ratio: 0.920% 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 | $20,085 | — | $20,085 | — | — |
| 2023 | $22,098 | — | $22,098 | — | — |
| 2022 | $19,336 | — | $19,336 | — | — |