Plan Snapshot
- Plan Sponsor: Stewart Stainless Supply, INC.
- Sponsor EIN: 581497878
- Sponsor Address: 331 BRASELTON PARKWAY, BRASELTON, GA, 30517
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $12.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $12.4M | $307,204 | $584,257 |
| 2023 | 148 | $11.2M | $301,537 | $558,669 |
| 2022 | 153 | $9.9M | $293,410 | $536,617 |
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 |
|---|---|---|---|---|
| BROWN & ASSOCIATES, P.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 | $59,362 | $29,024 | $7,230 | — | — |
| 2023 | $52,736 | $28,364 | $6,515 | — | — |
| 2022 | $50,252 | — | $50,252 | — | — |