Plan Snapshot
- Plan Sponsor: Stewart Candy Company
- Sponsor EIN: 580953300
- Sponsor Address: 400 BONNEYMAN ROAD, BLACKSHEAR, GA, 31516
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $12.2M
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 | 173 | $12.2M | $314,145 | $653,184 |
| 2023 | 169 | $10.6M | $292,019 | $611,498 |
| 2022 | 152 | $8.7M | $282,391 | $580,003 |
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 |
|---|---|---|---|---|
| NICHOLS CAULEY | Auditor | $11,000 | — | $11,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.090% 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 | $64,656 | $17,134 | — | $11,000 | — |
| 2023 | $65,848 | $18,554 | — | $18,300 | — |
| 2022 | $44,392 | $21,707 | $22,685 | — | — |