Plan Snapshot
- Plan Sponsor: Stantec Consulting Services INC.
- Sponsor EIN: 112167170
- Sponsor Address: 3133 WEST FRYE ROAD, SUITE 300, CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Total Participants: 12,098
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 12,098 | $2.3B | $45.0M | $109.8M |
| 2023 | 11,603 | $2.0B | $40.7M | $101.3M |
| 2022 | 10,719 | $1.7B | $34.3M | $85.9M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $668,144 | — | $668,144 |
| SAGEVIEW ADVISORY GROUP, LLC | CONSULTANT | $84,000 | — | $84,000 |
| KEEGAN LINSCOTT & ASSOCIATES, PC | ACCOUNTANT | $24,700 | — | $24,700 |
| KEEGAN LINSCOTT & KENON P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $776,844
- Estimated Expense Ratio: 0.033% 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 | $775,204 | — | — | — | — |
| 2023 | $703,358 | — | — | $19,000 | — |
| 2022 | $665,008 | — | — | — | — |