Plan Snapshot
- Plan Sponsor: Stg Family Of Companies, LLC
- Sponsor EIN: 341908554
- Sponsor Address: 1401 WARDINGLEY AVENUE, COLUMBIANA, OH, 44408
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $2.6M
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 | 156 | $2.6M | $132,993 | $320,996 |
| 2023 | 142 | $2.0M | $91,087 | $211,070 |
| 2022 | 149 | $1.5M | $77,588 | $173,971 |
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 |
|---|---|---|---|---|
| SCHROEDEL, SCULLIN & BESTIC, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHROEDEL, SCULLIN & BESTIC, LLC — 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 | $8,586 | — | — | — | — |
| 2023 | $10,166 | $7,389 | $2,777 | — | — |
| 2022 | $6,935 | $6,435 | $500 | — | — |