Plan Snapshot
- Plan Sponsor: Stephenson Equipment, INC.
- Sponsor EIN: 251511922
- Sponsor Address: 401 PORT VIEW DR SUITE 100, HARRISBURG, PA, 17111
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $24.1M
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 | 285 | $24.1M | $457,768 | $2.0M |
| 2023 | 248 | $19.9M | $421,746 | $1.8M |
| 2022 | 230 | $15.6M | $369,276 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $7,777 | — | $7,777 |
| TROUT EBERSOLE & GROFF LLP | AUDITOR | $5,700 | — | $5,700 |
| TROUT CPA | Auditor | $5,700 | — | $5,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TROUT CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,177
- Estimated Expense Ratio: 0.079% 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 | $14,400 | $60 | — | $5,700 | — |
| 2023 | $10,212 | — | — | — | — |
| 2022 | $13,366 | — | $13,366 | — | — |