Plan Snapshot
- Plan Sponsor: Stefanini
- Sponsor EIN: 382774613
- Sponsor Address: 27100 WEST 11 MILE ROAD, SOUTHFIELD, MI, 480342246
- Plan Type: 401(k)
- Total Participants: 977
- Total Assets: $69.7M
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 | 977 | $69.7M | $941,448 | $5.1M |
| 2023 | 1,169 | $61.1M | $973,247 | $5.1M |
| 2022 | 1,193 | $51.5M | $805,354 | $4.5M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $128,053 | $50,034 | — | — | — |
| 2023 | $113,724 | $43,921 | — | — | — |
| 2022 | $78,825 | — | — | — | — |