Plan Snapshot
- Plan Sponsor: Stewart & Tate, INC.
- Sponsor EIN: 231624612
- Sponsor Address: 950 SMILE WAY, YORK, PA, 17404
- Plan Type: DC
- Total Participants: 175
- Total Assets: $27.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 175 | $27.9M | $973,399 | $457,285 |
| 2023 | 181 | $26.3M | $943,071 | $451,618 |
| 2022 | 168 | $23.3M | $844,182 | $454,525 |
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 |
|---|---|---|---|---|
| RKL, LLP | Auditor | $10,345 | — | $10,345 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,345
- Estimated Expense Ratio: 0.037% 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 |
|---|---|---|---|---|---|
| 2024 | $169,688 | $95,808 | $45,754 | $10,345 | — |
| 2023 | $141,362 | $74,670 | $37,169 | $8,545 | — |
| 2022 | $163,093 | $110,721 | $44,022 | — | $8,350 |