# Stepstone Hospitality INC. 401(k) Plan
Source: https://planprovider.pro/companies/stepstone-hospitality-inc-401k-plan

> Stepstone Hospitality INC.'s 401(k) plan: 1,217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stepstone Hospitality INC.

- **Sponsor EIN:** 205320681

- **Sponsor Address:** 333 WESTMINSTER ST 4, PROVIDENCE, RI, 02903

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

- **Total Participants:** 1,217

- **Total Assets:** $5.9M

## 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|1,217|$5.9M|$553,597|$1.4M|

| 2023|430|$4.0M|$292,731|$782,506|

| 2022|254|$2.8M|$142,076|$423,646|

## 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|

| KAHN, LITWIN, RENZA & CO, LTD.|Auditor|$35,190|—|$35,190|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,190

- **Estimated Expense Ratio:** 0.596% 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|$124,015|$21,332|—|$35,190|—|

| 2023|$55,259|$5,741|—|$21,950|—|

| 2022|$42,512|—|$26,012|—|$16,500|

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