Plan Snapshot
- Plan Sponsor: Stevenson-Weir/Southern LLC
- Sponsor EIN: 871327110
- Sponsor Address: 1523 ANDERSON ROAD SOUTH, ROCK HILL, SC, 29730
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $4.8M
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 | 174 | $4.8M | $294,255 | $608,574 |
| 2023 | 192 | $4.1M | $290,583 | $588,612 |
| 2022 | 191 | $3.0M | $265,989 | $491,859 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $12,009 | — | $12,009 |
| BILL ROBINSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,009
- Estimated Expense Ratio: 0.249% 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 | $12,010 | $1,913 | — | — | — |
| 2023 | $6,938 | — | — | — | — |
| 2022 | $6,533 | — | — | — | — |