Plan Snapshot
- Plan Sponsor: Stan Houston Equipment Company, INC.
- Sponsor EIN: 460222769
- Sponsor Address: 3020 W 12TH ST, SIOUX FALLS, SD, 57104
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $7.1M
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 | 188 | $7.1M | $509,141 | $610,412 |
| 2023 | 150 | $6.5M | $483,974 | $577,463 |
| 2022 | 135 | $5.4M | $503,859 | $445,714 |
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 |
|---|---|---|---|---|
| BRADY MARTZ & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY MARTZ & ASSOCIATES — 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 | $16,605 | — | $16,605 | — | — |
| 2023 | $14,278 | — | $14,278 | — | — |
| 2022 | $11,891 | — | $11,891 | — | — |