# Stewart Agency, INC. D/B/A Earl Stewart Toyota North Palm Beach 401(k) Plan
Source: https://planprovider.pro/companies/stewart-agency-inc-d-b-a-earl-stewart-toyota-north-palm-beach-401k-plan

> Stewart Agency, INC. D/B/A Earl Stewart Toyota North Palm Beach's 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Muirfield INC. D/B/A Parks Ford Of Wesley Chapel](https://planprovider.pro/companies/muirfield-inc-d-b-a-parks-ford-of-wesley-chapel-401k-plan) — 174 participants

- [Dick Devoe Buick-Cadillac, INC.](https://planprovider.pro/companies/dick-devoe-buick-cadillac-inc-401k-plan) — 163 participants

- [Williamson Cadillac Company](https://planprovider.pro/companies/williamson-cadillac-company-401k-plan) — 162 participants

- [Mike Erdman Motors, INC.](https://planprovider.pro/companies/mike-erdman-motors-inc-401k-plan) — 176 participants

- [Cox Chevrolet Incorporated](https://planprovider.pro/companies/cox-chevrolet-incorporated-401k-plan) — 157 participants

- [Bobbin Trace Automotive, LLC Dba Peter Boulware Toyota](https://planprovider.pro/companies/bobbin-trace-automotive-llc-dba-peter-boulware-toyota-401k-plan) — 155 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stewart-agency-inc-d-b-a-earl-stewart-toyota-north-palm-beach-401k-plan)

© 2026 PlanProvider.Pro