Plan Snapshot
- Plan Sponsor: Stanley G. Alexander, INC.
- Sponsor EIN: 953254661
- Sponsor Address: 2942 DOW AVE, TUSTIN, CA, 92780
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $19.4M
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 | 274 | $19.4M | $240,704 | $997,411 |
| 2023 | 268 | $16.8M | $248,183 | $1.0M |
| 2022 | 274 | $15.6M | $230,365 | $988,682 |
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 |
|---|---|---|---|---|
| WEST RHODE & ROBERTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST RHODE & ROBERTS — 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 | $10,537 | — | $7,340 | — | — |
| 2023 | $11,262 | — | $3,592 | $7,670 | — |
| 2022 | $11,469 | — | — | — | $11,469 |