Plan Snapshot
- Plan Sponsor: Stewart Employee Benefit Trust
- Sponsor EIN: 232149974
- Sponsor Address: 950 SMILE WAY, YORK, PA, 17404
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.7M | $8.5M | $4.5M |
| 2023 | 1,304 | $2.9M | $11.9M | $5.4M |
| 2022 | 1,275 | $2.1M | $13.0M | $5.5M |
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 |
|---|---|---|---|---|
| HIGHMARK INC. | Recordkeeper | $361,244 | — | $361,244 |
| YORK BUILDING PRODUCTS CO., INC. | Recordkeeper | $98,940 | — | $98,940 |
| MARSH & MCLENNAN, LLC | Recordkeeper | $54,985 | — | $54,985 |
| RKL LLP | Auditor | $9,750 | — | $9,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH & MCLENNAN, LLC — Recordkeeper
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $524,919
- Estimated Expense Ratio: 31.019% 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 | $178,653 | — | — | — | — |
| 2023 | $205,471 | — | — | — | — |
| 2022 | $190,937 | — | — | — | — |