# Stites & Harbison DC Plan
Source: https://planprovider.pro/companies/stites-harbison-plan-001

> Stites & Harbison's DC plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stites & Harbison

- **Sponsor EIN:** 610680249

- **Sponsor Address:** 400 WEST MARKET STREET, SUITE 1800, LOUISVILLE, KY, 402023352

- **Plan Type:** DC

- **Total Participants:** 323

- **Total Assets:** $183.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|323|$183.6M|$2.5M|$3.4M|

| 2023|312|$170.3M|$2.2M|$3.3M|

| 2022|315|$154.9M|$2.4M|$3.2M|

## 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|

| CAPFINANCIAL PARTNERS LLC|NONE|$55,000|—|$55,000|

| T. ROWE PRICE RPS INC.|NONE|$52,590|—|$52,590|

| CROWE LLP|NONE|$30,592|—|$30,592|

| RETIREMENT MANAGEMENT SERVICES, LLC|NONE|$7,860|—|$7,860|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $146,042

- **Estimated Expense Ratio:** 0.080% 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|$146,061|$62,860|—|$30,592|—|

| 2023|$152,457|$62,650|$956|$36,480|—|

| 2022|$97,818|$62,552|—|—|$5,100|

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