# Stantec Consulting Services INC. 401(k) Plan
Source: https://planprovider.pro/companies/stantec-consulting-services-inc-401k-plan

> Stantec Consulting Services INC.'s 401(k) plan: 12,098 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — 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|—|—|—|—|

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