# Stewart'S Shops Corp 401(k) Plan
Source: https://planprovider.pro/companies/stewart-s-shops-corp-141323607-001

> Stewart'S Shops Corp's 401(k) plan: 5,246 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|

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