Plan Snapshot
- Plan Sponsor: Stewart Bros., INC.
- Sponsor EIN: 580623571
- Sponsor Address: 2480 PLEASANTDALE ROAD, DORAVILLE, GA, 30340
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $25.2M
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 | 131 | $25.2M | $461,088 | $1.0M |
| 2023 | 145 | $21.7M | $445,150 | $964,378 |
| 2022 | 132 | $18.0M | $397,411 | $877,746 |
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 |
|---|---|---|---|---|
| MOORE COLSON & COMPANY | 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 | $82,033 | $26,679 | $51,754 | — | — |
| 2023 | $71,542 | $21,892 | $45,415 | — | — |
| 2022 | $65,831 | $20,364 | $42,707 | — | — |