Plan Snapshot
- Plan Sponsor: Stock And Leader, A Professional Corporation
- Sponsor EIN: 232849149
- Sponsor Address: 221 WEST PHILADELPHIA ST, YORK, PA, 17401
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 68
- Total Assets: $2,658
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 68 | $2,658 | $566,032 | $106,008 |
| 2023 | 74 | $63,012 | $511,227 | $93,133 |
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 |
|---|---|---|---|---|
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $15,603 | — | $15,603 |
| THE BENECON GROUP | Investment Advisor | $11,102 | — | $11,102 |
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $7,304 | — | $7,304 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,009
- Estimated Expense Ratio: 1279.496% 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 | $753,102 | — | — | — | — |
| 2023 | $575,884 | — | — | — | — |