Plan Snapshot
- Plan Sponsor: Stewart Manufacturing, LLC
- Sponsor EIN: 470893741
- Sponsor Address: N 16415 EARL DRIVE, PO BOX 219, HERMANSVILLE, MI, 49847
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $6.9M
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 | 84 | $6.9M | $119,757 | $305,609 |
| 2023 | 91 | $6.2M | $114,547 | $303,794 |
| 2022 | 102 | $5.0M | $111,010 | $273,671 |
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 |
|---|---|---|---|---|
| ANDERSON, TACKMAN & COMPANY, P.L.C. | 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 | $45,861 | $44,200 | — | — | — |
| 2023 | $49,192 | $24,674 | — | $10,100 | — |
| 2022 | $37,932 | $37,932 | — | — | — |