# Stewart Builders, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stewart-builders-inc-401k-plan

> Stewart Builders, INC.'s 401(k) plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORD KEEPER|$58,237|$750|$58,987|

| RAYMOND JAMES FSA INC|RIA|$38,577|—|$38,577|

| LPL FINANCIAL LLC - RPCP|RIA|$13,763|—|$13,763|

| HARPER & PEARSON COMPANY, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORD KEEPER

- [RAYMOND JAMES FSA INC](https://planprovider.pro/provider/raymond-james-financial-inc) — RIA

- [HARPER & PEARSON COMPANY, PC](https://planprovider.pro/provider/harper-and-pearson-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $111,327

- **Estimated Expense Ratio:** 0.491% 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|$108,758|$52,340|$4,175|—|—|

| 2023|$91,423|$43,648|$47,775|—|—|

| 2022|$94,793|—|$94,793|—|—|

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