# Steren Management Co., INC. DC Plan
Source: https://planprovider.pro/companies/steren-management-co-inc-plan

> Steren Management Co., INC.'s DC plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steren Management Co., INC.

- **Sponsor EIN:** 391097713

- **Sponsor Address:** 3451 E RAMSEY AVE, CUDAHY, WI, 531103008

- **Plan Type:** DC

- **Total Participants:** 345

- **Total Assets:** $7.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|345|$7.9M|$441,726|$93,947|

| 2023|250|$7.2M|$493,335|$106,207|

| 2022|269|$6.5M|$444,305|$114,906|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,457|—|$19,457|

| WIPFLI|ACCOUNTANT|$12,500|—|$12,500|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WIPFLI](https://planprovider.pro/provider/wipfli-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,957

- **Estimated Expense Ratio:** 0.405% 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|$44,006|—|—|—|—|

| 2023|$45,937|—|—|$28,165|—|

| 2022|$18,894|—|—|—|—|

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