Plan Snapshot
- Plan Sponsor: Sto Building Group, INC.
- Sponsor EIN: 814302917
- Sponsor Address: 330 WEST 34TH STREET, 12TH FLOOR, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 1,549
- Total Assets: $402.3M
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 | 1,549 | $402.3M | $5.3M | $18.2M |
| 2023 | 1,516 | $377.4M | $5.3M | $17.5M |
| 2022 | 1,439 | $325.1M | $4.8M | $15.7M |
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 |
|---|---|---|---|---|
| GRASSI & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRASSI & CO — 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 | $684,166 | $436,563 | — | — | — |
| 2023 | $649,891 | $79,008 | — | — | — |
| 2022 | $656,066 | $409,908 | — | — | — |