Plan Snapshot
- Plan Sponsor: Stewart Builders, INC.
- Sponsor EIN: 760362047
- Sponsor Address: 23000 NW LAKE DRIVE, HOUSTON, TX, 77095
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $22.7M
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 | 319 | $22.7M | $489,545 | $1.1M |
| 2023 | 309 | $19.8M | $369,497 | $1.1M |
| 2022 | 291 | $16.3M | $357,776 | $969,360 |
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 |
|---|---|---|---|---|
| HARPER & PEARSON COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON COMPANY, PC — 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 | $108,758 | $52,340 | $4,175 | — | — |
| 2023 | $91,423 | $43,648 | $47,775 | — | — |
| 2022 | $94,793 | — | $94,793 | — | — |