# Stiles Corporation 401(k) Plan
Source: https://planprovider.pro/companies/stiles-corporation-401k-plan

> Stiles Corporation's 401(k) plan: 322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

- [TEMPLETON & COMPANY, LLP](https://planprovider.pro/provider/templeton-and-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|—|—|—|—|

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