# Stewart Employee Benefit Trust 401(k) Plan
Source: https://planprovider.pro/companies/stewart-employee-benefit-trust-232149974-501

> Stewart Employee Benefit Trust's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/marsh-mclennan-agency) — Recordkeeper

- [RKL LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stewart-employee-benefit-trust-232149974-501)

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