Plan Snapshot
- Plan Sponsor: Stewart Engineering INC.
- Sponsor EIN: 561854766
- Sponsor Address: 434 FAYETTEVILE, RALEIGH, NC, 27601
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $14.8M
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 | 126 | $14.8M | $279,182 | $981,770 |
| 2023 | 149 | $13.9M | $513,890 | $1.0M |
| 2022 | 183 | $12.4M | $544,758 | $1.1M |
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 |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — 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 | $45,730 | $13,615 | $32,115 | — | — |
| 2023 | $45,977 | $15,291 | $28,814 | — | — |
| 2022 | $50,343 | — | $48,614 | — | $1,729 |