Plan Snapshot
- Plan Sponsor: Stanpac Usa, LLC
- Sponsor EIN: 800153452
- Sponsor Address: 801 MANGRUM STREET, BRENHAM, TX, 77833
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 346
- Total Assets: $2.2M
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. |
|---|---|---|---|---|
| 2025 | 346 | $2.2M | $0 | $0 |
| 2024 | 321 | $1.9M | $134,682 | $264,054 |
| 2023 | 324 | $1.5M | $130,032 | $233,038 |
| 2022 | 335 | $1.0M | $106,729 | $170,925 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $15,865 | — | $15,865 |
| IMA ADVISORY SERVICES, INC | Investment Advisor | $7,694 | — | $7,694 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,559
- Estimated Expense Ratio: 1.051% 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 |
|---|---|---|---|---|---|
| 2025 | $352,537 | $7,694 | $2,700 | — | — |
| 2024 | $21,510 | $6,311 | $3,250 | — | — |
| 2023 | $5,702 | $449 | $2,950 | — | — |
| 2022 | $5,232 | $5,232 | — | — | — |