Plan Snapshot
- Plan Sponsor: Stone Distributing Company
- Sponsor EIN: 883291069
- Sponsor Address: 505 S PACIFIC STREET, SAN MARCOS, CA, 92078
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 350 | $11.1M | $703,366 | $998,172 |
| 2023 | 340 | $9.2M | $640,729 | $905,803 |
| 2022 | 296 | $6.0M | $128,256 | $170,304 |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBERG | 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 | $13,131 | $3,550 | — | — | — |
| 2023 | $2,322 | $1,210 | — | — | — |
| 2022 | $83 | — | — | — | — |