Plan Snapshot
- Plan Sponsor: Stolle Machinery Company, LLC
- Sponsor EIN: 800294712
- Sponsor Address: 6949 SOUTH POTOMAC STREET, CENTENNIAL, CO, 80112
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $10.8M
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 | 98 | $10.8M | $295,621 | $389,658 |
| 2023 | 134 | $10.3M | $375,311 | $492,600 |
| 2022 | 192 | $8.8M | $461,046 | $600,810 |
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 |
|---|---|---|---|---|
| PLANTE AND MORAN | Auditor | — | — | $0 |
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 | $26,305 | $14,367 | — | — | — |
| 2023 | $35,209 | $18,880 | — | — | — |
| 2022 | $35,918 | — | $35,918 | — | — |