# Stanz-Troyer Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/stanz-troyer-holdings-llc-401k-plan

> Stanz-Troyer Holdings, LLC's 401(k) plan: 444 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stanz-Troyer Holdings, LLC

- **Sponsor EIN:** 871583993

- **Sponsor Address:** P.O. BOX 608, GOSHEN, IN, 46527

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

- **Total Participants:** 444

- **Total Assets:** $18.6M

## 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.|

| 2024|444|$18.6M|$357,479|$1.1M|

| 2023|436|$22.4M|$149,530|$799,093|

## 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|

| MILLER COOPER & CO., LTD.|Auditor|$21,100|—|$21,100|

### Verified Provider Profiles

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

- [MILLER COOPER & CO., LTD.](https://planprovider.pro/provider/miller-cooper-and-co-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,100

- **Estimated Expense Ratio:** 0.114% 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|$70,977|$45,215|$1,200|$21,100|—|

| 2023|$31,223|$29,154|—|—|—|

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