# Stepworks Recovery Centers, LLC 401(k) Plan
Source: https://planprovider.pro/companies/stepworks-recovery-centers-llc-401k-plan

> Stepworks Recovery Centers, LLC's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$17,661|—|$17,661|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$12,963|—|$12,963|

| MERIDIAN WEALTH MANAGEMENT LLC|INVESTMENT ADVISOR|$5,923|—|$5,923|

| MERIDIAN WEALTH MANAGEMENT, LLC|INVESTMENT ADVISORY|$5,350|—|$5,350|

| MONROE SHINE & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MONROE SHINE & CO., INC.](https://planprovider.pro/provider/monroe-shine-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,897

- **Estimated Expense Ratio:** 0.778% 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|$46,395|$12,285|$3,578|—|—|

| 2023|$46,490|$27,811|$945|—|—|

| 2022|$40,769|$23,506|$16,318|—|$945|

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