Plan Snapshot
- Plan Sponsor: Stern Brothers & Co.
- Sponsor EIN: 431357568
- Sponsor Address: 8000 MARYLAND AVE. STE. 800, ST. LOUIS, MO, 63105
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 45 | $11.0M | $210,000 | $723,371 |
| 2023 | 45 | $11.0M | $210,000 | $723,371 |
| 2022 | 40 | $8.4M | $277,500 | $693,181 |