# Stoler Of Westbury, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stoler-of-westbury-inc-401k-plan

> Stoler Of Westbury, INC.'s 401(k) plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [LBMC, PC](https://planprovider.pro/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|—|—|

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