# Stock Development Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stock-development-associates-inc-401k-plan

> Stock Development Associates, INC.'s 401(k) plan: 599 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stock Development Associates, INC.

- **Sponsor EIN:** 593682383

- **Sponsor Address:** 2639 PROFESSIONAL CIRCLE, NAPLES, FL, 34119

- **Plan Type:** 401(k)

- **Total Participants:** 599

- **Total Assets:** $27.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|599|$27.3M|$636,112|$1.8M|

| 2023|351|$23.4M|$609,863|$1.7M|

| 2022|344|$18.5M|$669,958|$1.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$73,655|—|$73,655|

| NAPLES ASSET MANAGEMENT CO LLC|ADVISOR|$48,200|—|$48,200|

| GRANT THORNTON|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GRANT THORNTON](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,855

- **Estimated Expense Ratio:** 0.447% 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|$121,855|$48,200|—|—|—|

| 2023|$96,772|$38,967|—|—|—|

| 2022|$94,034|—|—|—|—|

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