Plan Snapshot
- Plan Sponsor: Staley, INC.
- Sponsor EIN: 710650148
- Sponsor Address: 6101 S. SHACKLEFORD, LITTLE ROCK, AR, 72204
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $4.7M
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 | 116 | $4.7M | $86,189 | $304,253 |
| 2023 | 58 | $4.3M | $87,211 | $315,137 |
| 2022 | 122 | $3.7M | $85,183 | $312,211 |
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 |
|---|---|---|---|---|
| HCJ CPAS & ADVISORS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HCJ CPAS & ADVISORS, PLLC — Auditor
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 | $35,729 | $7,601 | $28,128 | — | — |
| 2023 | $26,410 | $787 | $25,623 | — | — |
| 2022 | $28,269 | $798 | — | — | $27,471 |