Plan Snapshot
- Plan Sponsor: Stanley Automotive Enterprises, INC.
- Sponsor EIN: 752928727
- Sponsor Address: 3915 LEMMON AVE 302, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $2.6M
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 | 213 | $2.6M | $4,674 | $426,869 |
| 2023 | 190 | $2.2M | $72 | $591,868 |
| 2022 | 246 | $1.9M | $5 | $673,999 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $23,982 | — | $23,982 |
| FIRST HORIZON ADVISORS INC | BROKER/ADVISER | — | $11,558 | $11,558 |
| HM&M GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HM&M GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,540
- Estimated Expense Ratio: 1.356% 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 | $26,598 | — | $26,598 | — | — |
| 2023 | $22,387 | $957 | — | — | — |
| 2022 | $15,677 | — | $15,677 | — | — |