Plan Snapshot
- Plan Sponsor: Stewart'S Sleep Center, INC
- Sponsor EIN: 592043978
- Sponsor Address: 40528 US HIGHWAY 19 N, TARPON SPRINGS, FL, 34689
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $4.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $4.8M | $95,602 | $782,992 |
| 2023 | 253 | $4.2M | $111,359 | $859,678 |
| 2022 | 191 | $2.8M | $102,645 | $912,211 |
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 |
|---|---|---|---|---|
| PRIDA, GUIDA & PEREZ, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA, GUIDA & PEREZ, P.A. — 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 | $30,799 | — | — | — | — |
| 2023 | $18,430 | — | — | $18,430 | — |
| 2022 | $11,134 | — | — | — | — |