Plan Snapshot
- Plan Sponsor: Stewart Welding & Fabricating, INC.
- Sponsor EIN: 232526025
- Sponsor Address: 6287 LINCOLN HIGHWAY, WRIGHTSVILLE, PA, 17368
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 151 | $10.5M | $316,450 | $868,692 |
| 2023 | 144 | $8.6M | $261,282 | $762,607 |
| 2022 | 141 | $6.4M | $236,966 | $596,738 |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS INC. — Auditor
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 | $42,672 | $38,467 | $4,205 | — | — |
| 2023 | $37,035 | $31,852 | $5,183 | — | — |
| 2022 | $64,839 | — | $64,839 | — | — |