# Stewart Welding & Fabricating, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stewart-welding-fabricating-inc-401k-plan

> Stewart Welding & Fabricating, INC.'s 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LPL FINANCIAL, LLC.|NONE|$24,178|—|$24,178|

| BENEFIT PLANS ADMIN SERVICES, INC.|RECORDKEEPER|$18,493|—|$18,493|

| STAMBAUGH NESS INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL, LLC.](https://planprovider.pro/provider/equitable) — NONE

- [BENEFIT PLANS ADMIN SERVICES, INC.](https://planprovider.pro/provider/bpas) — RECORDKEEPER

- [STAMBAUGH NESS INC.](https://planprovider.pro/provider/stambaugh-ness-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,671

- **Estimated Expense Ratio:** 0.408% 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|$42,672|$38,467|$4,205|—|—|

| 2023|$37,035|$31,852|$5,183|—|—|

| 2022|$64,839|—|$64,839|—|—|

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