Plan Snapshot
- Plan Sponsor: Stoler Of Westbury, INC.
- Sponsor EIN: 453183725
- Sponsor Address: 1121 OLD COUNTRY ROAD, WESTBURY, NY, 11590
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 264 | $8.0M | $0 | $1.1M |
| 2023 | 258 | $6.9M | $0 | $1.1M |
| 2022 | 259 | $5.3M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | TPA | $20,965 | — | $20,965 |
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $11,516 | — | $11,516 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,481
- Estimated Expense Ratio: 0.407% 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 | $32,481 | $10,106 | $22,375 | — | — |
| 2023 | $25,100 | $8,307 | $16,793 | — | — |
| 2022 | $21,077 | — | $21,077 | — | — |