Plan Snapshot
- Plan Sponsor: Sti Holding Company, INC. Dba Sti Group
- Sponsor EIN: 453998296
- Sponsor Address: 3127 TEXAS AVENUE, BRIDGE CITY, TX, 77611
- Plan Type: 401(k)
- Total Participants: 1,710
- Total Assets: $14.3M
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 | 1,710 | $14.3M | $288,596 | $1.5M |
| 2023 | 1,179 | $11.9M | $124,454 | $1.3M |
| 2022 | 1,658 | $9.6M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| EDWARD D JONES AND CO | NONE | $33,149 | — | $33,149 |
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $8,176 | $24,930 | $33,106 |
| MELTON & MELTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,255
- Estimated Expense Ratio: 0.464% 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 | $45,825 | — | $45,825 | — | — |
| 2023 | $37,554 | — | $37,554 | — | — |
| 2022 | $34,101 | — | — | — | — |