Plan Snapshot
- Plan Sponsor: Stock Mfg. & Design Co. INC.
- Sponsor EIN: 310888646
- Sponsor Address: P.O. BOX 68, CLEVES, OH, 45002
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $2.9M
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 | 104 | $2.9M | $164,263 | $347,817 |
| 2023 | 84 | $2.7M | $137,067 | $366,089 |
| 2022 | 110 | $2.3M | $132,204 | $473,222 |
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 |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — 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 | $618,382 | — | $16,712 | — | — |
| 2023 | $550,509 | — | $18,524 | — | — |
| 2022 | $19,230 | — | — | — | — |