Plan Snapshot
- Plan Sponsor: Stash Financial, INC. Dba Stash Invest
- Sponsor EIN: 473187441
- Sponsor Address: 450 PARK AVE S, NEW YORK, NY, 10027
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $21.9M
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 | 123 | $21.9M | $0 | $2.9M |
| 2023 | 282 | $21.0M | $1,216 | $3.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $20,044 | — | $20,044 |
| WILKINGUTTENPLAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WILKINGUTTENPLAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,044
- Estimated Expense Ratio: 0.091% 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 | $19,583 | — | — | — | — |
| 2023 | $15,190 | — | — | — | — |