Plan Snapshot
- Plan Sponsor: Stiles Corporation
- Sponsor EIN: 650036314
- Sponsor Address: 201 EAST LAS OLAS BLVD, FORT LAUDERDALE, FL, 33301
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $54.8M
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 | 322 | $54.8M | $453,077 | $2.7M |
| 2023 | 313 | $47.5M | $342,743 | $2.5M |
| 2022 | 282 | $40.4M | $374,934 | $2.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | ADVISOR | — | $58,321 | $58,321 |
| TEMPLETON & COMPANY, LLP | ACCOUNTANT/AUDITOR | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — ADVISOR
- TEMPLETON & COMPANY, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,321
- Estimated Expense Ratio: 0.125% 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 | $12,000 | — | — | $10,000 | — |
| 2023 | $12,250 | — | — | $10,000 | — |
| 2022 | $3,762 | — | — | — | — |