# Stewart-Macdonald Mfg. Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/stewart-macdonald-mfg-co-inc-401k-plan

> Stewart-Macdonald Mfg. Co., INC.'s 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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