Plan Snapshot
- Plan Sponsor: Stauff Corporation
- Sponsor EIN: 221980416
- Sponsor Address: 7 WILLIAM DEMAREST PLACE, WALDWICK, NJ, 07463
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 116 | $8.9M | $397,466 | $489,638 |
| 2023 | 115 | $8.0M | $631,012 | $484,504 |
| 2022 | 99 | $8.1M | $305,647 | $356,132 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | Investment Advisor | $24,704 | — | $24,704 |
| BLUE CHIP RETIREMENT PLANS, INC. | Other Service Provider | $11,137 | — | $11,137 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $10,062 | — | $10,062 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,903
- Estimated Expense Ratio: 0.516% 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 | $46,972 | $25,773 | $11,137 | — | — |
| 2023 | $32,557 | $22,639 | $7,489 | — | — |
| 2022 | $16,654 | — | — | — | — |