Plan Snapshot
- Plan Sponsor: Standlee Group LLC
- Sponsor EIN: 853932895
- Sponsor Address: 22349 KIMBERLY ROAD SUITE E, KIMBERLY, ID, 83341
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 225 | $6.6M | $409,775 | $631,868 |
| 2023 | 345 | $5.1M | $432,684 | $593,240 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $5,872 | $44,453 | $50,325 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,325
- Estimated Expense Ratio: 0.763% 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 | $3,582 | — | $3,582 | — | — |
| 2023 | $3,851 | — | $3,851 | — | — |