# Steer Davies And Gleave INC 401(k) Plan
Source: https://planprovider.pro/companies/steer-davies-and-gleave-inc-plan

> Steer Davies And Gleave INC's 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steer Davies And Gleave INC

- **Sponsor EIN:** 450585269

- **Sponsor Address:** 55 WASHINGTON ST STE 504, BROOKLYN, NY, 112011060

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

- **Total Participants:** 91

- **Total Assets:** $10.8M

## 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|91|$10.8M|$374,450|$946,902|

| 2023|112|$8.5M|$410,728|$864,220|

| 2022|137|$5.3M|$299,817|$670,696|

## 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|

| CARON & BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|$28,090|$10,000|$17,132|—|—|

| 2023|$24,969|$10,000|$14,969|—|—|

| 2022|—|—|—|—|—|

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