Plan Snapshot
- Plan Sponsor: Stewart-Macdonald Mfg. Co., INC.
- Sponsor EIN: 310783143
- Sponsor Address: 21 N SHAFER ST, ATHENS, OH, 45701
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $6.4M
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 | 94 | $6.4M | $100,706 | $288,248 |
| 2023 | 114 | $6.5M | $91,876 | $262,639 |
| 2022 | 119 | $5.3M | $93,661 | $319,088 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $1,270,045 | — | $32,559 | — | — |
| 2023 | $79,649 | — | $27,567 | — | — |
| 2022 | $28,632 | — | — | — | — |