Plan Snapshot
- Plan Sponsor: Steadfast Investment Properties, INC.
- Sponsor EIN: 202114294
- Sponsor Address: 18100 VON KARMAN AVENUE SUITE 500, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $20.7M
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 | 121 | $20.7M | $304,335 | $1.0M |
| 2023 | 112 | $19.3M | $200,884 | $1.2M |
| 2022 | 157 | $16.8M | $323,109 | $1.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $133,840 | — | $133,840 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | — | $54,760 | $54,760 |
| KESTRA ADVISORY SERVICES LLC | Investment Advisor | $31,137 | — | $31,137 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- KESTRA INVESTMENT SERVICES LLC — Investment Advisor
- KESTRA ADVISORY SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,737
- Estimated Expense Ratio: 1.061% 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 | $165,144 | $31,304 | — | — | — |
| 2023 | $145,730 | $30,548 | — | — | — |
| 2022 | $137,594 | $29,757 | — | — | — |