# Staunton Capital, INC. 401(k) Plan
Source: https://planprovider.pro/companies/staunton-capital-inc-401k-plan

> Staunton Capital, INC.'s 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Staunton Capital, INC.

- **Sponsor EIN:** 561669702

- **Sponsor Address:** P.O. BOX 2718, HIGH POINT, NC, 27263

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

- **Total Participants:** 287

- **Total Assets:** $6.2M

## 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|287|$6.2M|$174,067|$383,437|

| 2023|344|$6.1M|$173,773|$389,073|

| 2022|388|$5.8M|$143,372|$318,439|

## 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|

| GORDON ASSET MANAGEMENT|INVESTMENT ADVISOR|$18,414|—|$18,414|

| MVP PLAN ADMINISTRATORS, INC.|RECORDKEEPER|$9,556|—|$9,556|

| DUNCAN ASHE, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GORDON ASSET MANAGEMENT](https://planprovider.pro/provider/gordon-asset-management-llc) — INVESTMENT ADVISOR

- [DUNCAN ASHE, P.A.](https://planprovider.pro/provider/duncan-ashe-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,970

- **Estimated Expense Ratio:** 0.453% 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|$27,973|$18,414|—|—|—|

| 2023|$23,221|$17,993|$5,226|—|—|

| 2022|$23,549|$18,622|$4,927|—|—|

## Similar Plans

- [Mckenzie Sports Products, LLC](https://planprovider.pro/companies/mckenzie-sports-products-llc-401k-plan) — 369 participants

- [Porvair Corporation](https://planprovider.pro/companies/porvair-corporation-401k-plan) — 375 participants

- [Honeywell International INC.](https://planprovider.pro/companies/honeywell-international-inc-plan-203) — 410 participants

- [Protect Plus Holdings Corp.](https://planprovider.pro/companies/protect-plus-holdings-corp-401k-plan) — 468 participants

- [Jeld-Wen, INC.](https://planprovider.pro/companies/jeld-wen-inc-plan) — 679 participants

- [Mm Packaging Us INC.](https://planprovider.pro/companies/mm-packaging-us-inc-401k-plan) — 760 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/staunton-capital-inc-401k-plan)

© 2026 PlanProvider.Pro