Plan Snapshot
- Plan Sponsor: Stewart Agency, INC. D/B/A Earl Stewart Toyota North Palm Beach
- Sponsor EIN: 591556109
- Sponsor Address: 1215 US 1, LAKE PARK, FL, 334032895
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $6.3M
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 | 169 | $6.3M | $0 | $855,769 |
| 2023 | 153 | $5.1M | $0 | $789,137 |
| 2022 | 145 | $4.3M | $0 | $698,952 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $66,015 | $11,093 | $43,829 | — | — |
| 2023 | $53,373 | $8,875 | $35,704 | — | — |
| 2022 | $50,092 | $8,496 | $33,100 | — | $8,496 |