# Stewart Home & School, LLC 401(k) Plan
Source: https://planprovider.pro/companies/stewart-home-school-llc-401k-plan

> Stewart Home & School, LLC's 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| DEMING MALONE LIVESAY & OSTROFF CPA|Auditor|—|—|$0|

## 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|$40,593|$22,998|—|—|—|

| 2023|$35,499|$16,520|—|—|—|

| 2022|$48,428|$493|—|—|—|

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