Plan Snapshot
- Plan Sponsor: Steptoe & Johnson PLLC
- Sponsor EIN: 550286140
- Sponsor Address: 400 WHITE OAKS BOULEVARD, BRIDGEPORT, WV, 26330
- Plan Type: 401(k)
- Total Participants: 724
- Total Assets: $188.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 724 | $188.9M | $6.5M | $5.9M |
| 2023 | 645 | $166.7M | $5.8M | $4.4M |
| 2022 | 590 | $143.4M | $5.5M | $4.2M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | Recordkeeper | $110,440 | $565 | $111,005 |
| GEOFFREY KORWAN/MORGAN STANLEY | Investment Advisor | $27,734 | — | $27,734 |
| UNDRA J. JOHNSON | Investment Advisor | $25,225 | — | $25,225 |
| RUSSELL DUNKIN | Investment Advisor | $23,498 | — | $23,498 |
| JOSHUA YOUNG | Investment Advisor | $22,090 | — | $22,090 |
| C. TODD MOLESSA | Investment Advisor | $13,010 | — | $13,010 |
| LES WILKERSON | Investment Advisor | $9,371 | — | $9,371 |
| TD AMERITRADE | Investment Advisor | $7,620 | — | $7,620 |
| TERRY RAAB | Investment Advisor | $6,854 | — | $6,854 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TD AMERITRADE — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $246,407
- Estimated Expense Ratio: 0.130% 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 | $249,110 | $124,046 | $110,440 | — | — |
| 2023 | $264,613 | $136,439 | $114,218 | — | — |
| 2022 | $283,744 | $142,295 | $127,170 | — | — |