# Stannah Stairlifts, INC 401(k) Plan
Source: https://planprovider.pro/companies/stannah-stairlifts-inc-plan

> Stannah Stairlifts, INC's 401(k) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stannah Stairlifts, INC

- **Sponsor EIN:** 043141946

- **Sponsor Address:** 20 LIBERTY WAY, SUITE A, FRANKLIN, MA, 020382587

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

- **Total Participants:** 75

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|75|$6.3M|$206,660|$294,084|

| 2023|87|$5.6M|$215,065|$335,311|

| 2022|89|$5.4M|$215,343|$284,993|

## 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|

| GRAY, GRAY & GRAY, LLP|Auditor|$20,000|—|$20,000|

### Verified Provider Profiles

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

- [GRAY, GRAY & GRAY, LLP](https://planprovider.pro/provider/gray-gray-and-gray-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,000

- **Estimated Expense Ratio:** 0.318% 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|$22,162|—|—|$20,000|—|

| 2023|$21,765|—|—|$20,028|—|

| 2022|$1,369|—|—|—|—|

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