Plan Snapshot
- Plan Sponsor: Stone Bank
- Sponsor EIN: 710271595
- Sponsor Address: 802 EAST MAIN STREET, MOUNTIAN VIEW, AR, 72560
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $7.7M
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 | 124 | $7.7M | $358,667 | $614,553 |
| 2023 | 122 | $6.8M | $374,270 | $679,476 |
| 2022 | 116 | $5.6M | $345,893 | $618,534 |
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 |
|---|---|---|---|---|
| S. F. FISER & COMPANY | 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 | $6,730 | — | $6,730 | — | — |
| 2023 | $6,055 | — | $6,055 | — | — |
| 2022 | $4,967 | — | $4,967 | — | — |