Plan Snapshot
- Plan Sponsor: Stepworks Recovery Centers, LLC
- Sponsor EIN: 471447625
- Sponsor Address: 1111 CROWNE POINTE DR., ELIZABETHTOWN, KY, 42701
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $5.4M
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 | 122 | $5.4M | $227,506 | $385,794 |
| 2023 | 103 | $4.4M | $434,738 | $329,693 |
| 2022 | 82 | $3.2M | $376,646 | $296,581 |
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 |
|---|---|---|---|---|
| MONROE SHINE & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE SHINE & CO., INC. — 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 | $46,395 | $12,285 | $3,578 | — | — |
| 2023 | $46,490 | $27,811 | $945 | — | — |
| 2022 | $40,769 | $23,506 | $16,318 | — | $945 |