# Stone Coast Fund Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/stone-coast-fund-services-llc-401k-plan

> Stone Coast Fund Services LLC's 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stone Coast Fund Services LLC

- **Sponsor EIN:** 061781234

- **Sponsor Address:** TWO PORTLAND SQUARE, PORTLAND, ME, 04101

- **Plan Type:** 401(k)

- **Total Participants:** 209

- **Total Assets:** $32.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|209|$32.6M|$778,396|$1.9M|

| 2023|222|$27.0M|$780,099|$1.8M|

| 2022|220|$20.5M|$741,492|$1.7M|

## 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|

| BDMP ASSURANCE. LLP|Auditor|$26,490|—|$26,490|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDMP ASSURANCE. LLP](https://planprovider.pro/provider/bdmp-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,490

- **Estimated Expense Ratio:** 0.081% 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|$11,212|$2,658|—|$26,490|—|

| 2023|-$15,223|$2,270|—|—|—|

| 2022|-$4,861|$804|—|—|—|

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