Plan Snapshot
- Plan Sponsor: Stc Management Group, LLC
- Sponsor EIN: 201717964
- Sponsor Address: 101 CATALOG DRIVE, ELIZABETHTOWN, KY, 42701
- Plan Type: 401(k)
- Total Participants: 1,504
- Total Assets: $19.0M
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 | 1,504 | $19.0M | $601,125 | $2.3M |
| 2023 | 821 | $15.2M | $336,671 | $1.9M |
| 2022 | 790 | $12.2M | $447,474 | $1.8M |
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 |
|---|---|---|---|---|
| MATHER AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATHER AND COMPANY — 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 | $106,095 | $20,000 | — | — | — |
| 2023 | $83,967 | $20,000 | — | — | — |
| 2022 | $99,553 | $20,000 | $79,553 | — | — |