# Stanley Martin Homes, LLC 401(k) Plan
Source: https://planprovider.pro/companies/stanley-martin-homes-llc-401k-plan

> Stanley Martin Homes, LLC's 401(k) plan: 1,492 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stanley Martin Homes, LLC

- **Sponsor EIN:** 208046523

- **Sponsor Address:** 11710 PLAZA AMERICA DRIVE #1100, RESTON, VA, 20190

- **Plan Type:** 401(k)

- **Total Participants:** 1,492

- **Total Assets:** $113.6M

## 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|1,492|$113.6M|$4.5M|$12.0M|

| 2023|1,030|$92.7M|$3.4M|$9.8M|

| 2022|1,037|$72.9M|$3.8M|$9.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$98,001|—|$98,001|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$66,788|—|$66,788|

| SNYDER COHN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [SNYDER COHN, PC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $164,789

- **Estimated Expense Ratio:** 0.145% 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|$164,789|$66,788|—|—|—|

| 2023|$195,699|$64,336|$300|—|—|

| 2022|$191,320|—|—|—|—|

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