Plan Snapshot
- Plan Sponsor: Stay Green, INC.
- Sponsor EIN: 930663081
- Sponsor Address: 26415 SUMMIT CIRCLE, SANTA CLARITA, CA, 91350
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $6.3M
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 | 385 | $6.3M | $215,565 | $375,988 |
| 2023 | 382 | $5.6M | $182,086 | $325,743 |
| 2022 | 371 | $4.8M | $197,248 | $330,952 |
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 |
|---|---|---|---|---|
| STERN, KORY, SREDEN AND MORGAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STERN, KORY, SREDEN AND MORGAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,700 | — | $7,700 | — | — |
| 2023 | $3,025 | — | $3,025 | — | — |
| 2022 | $3,325 | — | $3,325 | — | — |