Plan Snapshot
- Plan Sponsor: Stewart'S Shops Corp
- Sponsor EIN: 141323607
- Sponsor Address: PO BOX 435, SARATOGA SPRINGS, NY, 128660435
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5,246
- Total Assets: $924.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 5,246 | $924.8M | $0 | $0 |
| 2024 | 3,211 | $896.8M | $26.0M | $0 |
| 2023 | 3,171 | $876.6M | $29.1M | $0 |
| 2022 | 3,081 | $781.6M | $19.0M | $0 |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | Other Service Provider | — | $30,015 | $30,015 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,015
- Estimated Expense Ratio: 0.003% 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 |
|---|---|---|---|---|---|
| 2025 | $97,781,549 | $208,027 | — | — | — |
| 2024 | $151,953 | $151,528 | — | — | — |
| 2023 | $104,596 | $104,226 | — | — | — |
| 2022 | $85,780 | $85,550 | — | — | — |