Plan Snapshot
- Plan Sponsor: Stella & Dot, LLC
- Sponsor EIN: 830405362
- Sponsor Address: 1325 HOWARD AVE. #601, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 10 | $6.2M | $0 | $12,869 |
| 2023 | 13 | $7.5M | $0 | $50,499 |
| 2022 | 9 | $7.9M | $0 | $299,845 |
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 |
|---|---|---|---|---|
| TURNER WARREN HWANG & CONRAD | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $37,394 | $29,100 | — | — | — |
| 2024 | $91,820 | $50,201 | — | — | — |
| 2023 | $44,871 | $28,783 | — | — | — |
| 2022 | $45,044 | — | — | — | — |