Plan Snapshot
- Plan Sponsor: Stax, LLC
- Sponsor EIN: 043282288
- Sponsor Address: 699 BOYLSTON STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 131 | $20.6M | $945,049 | $1.7M |
| 2023 | 119 | $17.7M | $1.0M | $1.7M |
| 2022 | 150 | $12.9M | $844,020 | $1.4M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISORY PLAN | $36,738 | — | $36,738 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $28,630 | — | $28,630 |
| FUTUREPLAN BY ASCENSUS | RECORDKEEPER | $5,020 | $23 | $5,043 |
| LGA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISORY PLAN
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- FUTUREPLAN BY ASCENSUS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,411
- Estimated Expense Ratio: 0.342% 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 | $70,389 | — | $70,389 | — | — |
| 2023 | $58,899 | $58,899 | — | — | — |
| 2022 | $43,194 | — | $43,194 | — | — |