Plan Snapshot
- Plan Sponsor: Stober Drives, INC.
- Sponsor EIN: 611197576
- Sponsor Address: 1781 DOWNING DR, MAYSVILLE, KY, 41056
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 177 | $18.0M | $660,002 | $883,798 |
| 2023 | 163 | $14.8M | $623,144 | $863,180 |
| 2022 | 163 | $12.7M | $602,881 | $788,189 |
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 |
|---|---|---|---|---|
| RVL | Auditor | — | — | $0 |
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 | $61,156 | $31,932 | — | — | — |
| 2023 | $50,550 | $26,388 | — | — | — |
| 2022 | $48,832 | — | — | — | — |