Plan Snapshot
- Plan Sponsor: Sti Holdings, INC.
- Sponsor EIN: 390981383
- Sponsor Address: 416 S. ACADEMY STREET, STOUGHTON, WI, 53589
- Plan Type: 401(k)
- Total Participants: 1,125
- Total Assets: $41.8M
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 | 1,125 | $41.8M | $844,007 | $4.1M |
| 2023 | 1,670 | $38.0M | $893,793 | $4.4M |
| 2022 | 1,290 | $31.8M | $601,673 | $3.5M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $178,631 | $73,486 | — | — | — |
| 2023 | $165,780 | $65,765 | $300 | — | — |
| 2022 | $168,208 | — | — | — | — |