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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $249,110 | $124,046 | $110,440 | — | — |
| 2023 | $264,613 | $136,439 | $114,218 | — | — |
| 2022 | $283,744 | $142,295 | $127,170 | — | — |