Plan Snapshot
- Plan Sponsor: Stewart Home & School, LLC
- Sponsor EIN: 610715171
- Sponsor Address: 4200 LAWRENCEBURG ROAD, FRANKFORT, KY, 40601
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 158 | $12.7M | $330,180 | $412,770 |
| 2023 | 149 | $11.1M | $319,721 | $403,050 |
| 2022 | 146 | $9.5M | $311,649 | $370,234 |
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 |
|---|---|---|---|---|
| MCF ADVISORS LLC | Other Service Provider | $22,368 | — | $22,368 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $18,150 | — | $18,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,518
- Estimated Expense Ratio: 0.320% 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 | $40,593 | $22,998 | — | — | — |
| 2023 | $35,499 | $16,520 | — | — | — |
| 2022 | $48,428 | $493 | — | — | — |