Plan Snapshot
- Plan Sponsor: Stellar Industrial Supply, INC.
- Sponsor EIN: 527256516
- Sponsor Address: 711 E. 11TH STREET, TACOMA, WA, 984212403
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 218 | $17.3M | $222,897 | $1.3M |
| 2023 | 220 | $14.0M | $187,714 | $1.0M |
| 2022 | 198 | $10.8M | $159,974 | $891,711 |
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 |
|---|---|---|---|---|
| DWYER, PEMBERTON & COULSON, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DWYER, PEMBERTON & COULSON, P.C. — 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 | $94,046 | $75,047 | — | — | — |
| 2023 | $72,297 | $58,908 | — | — | — |
| 2022 | $40,627 | $38,127 | — | — | $2,500 |