Plan Snapshot
- Plan Sponsor: Stockbridge Capital Group, LLC
- Sponsor EIN: 421558275
- Sponsor Address: 4 EMBARCADERO CENTER, SAN FRANCISCO, CA, 941114184
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $56.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 164 | $56.8M | $1.2M | $3.1M |
| 2023 | 155 | $45.8M | $1.1M | $2.8M |
| 2022 | 148 | $38.1M | $1.1M | $2.3M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT, LLP — 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 | $93,601 | — | $93,601 | — | — |
| 2023 | $124,777 | — | $124,777 | — | — |
| 2022 | $122,750 | — | $122,750 | — | — |