# Stock And Leader, A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/stock-and-leader-a-professional-corporation-232849149-501

> Stock And Leader, A Professional Corporation's 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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