Plan Snapshot
- Plan Sponsor: Stevens Towing Co., INC.
- Sponsor EIN: 570668649
- Sponsor Address: 4170 HIGHWAY 165, YONGES ISLAND, SC, 29449
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $11.3M
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 | 110 | $11.3M | $445,838 | $839,560 |
| 2023 | 107 | $10.1M | $384,875 | $675,769 |
| 2022 | 109 | $10.2M | $453,009 | $823,567 |
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 |
|---|---|---|---|---|
| WEBSTER ROGERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEBSTER ROGERS, 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 | $56,877 | — | $56,877 | — | — |
| 2023 | $59,216 | — | $59,216 | — | — |
| 2022 | $56,927 | — | $56,927 | — | — |