Plan Snapshot
- Plan Sponsor: Stone Soup, INC.
- Sponsor EIN: 454280291
- Sponsor Address: PO BOX 73055, WASHINGTON, DC, 20056
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 254
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 254 | $2.2M | $383,807 | $468,017 |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $11,508 | — | $11,508 |
| ASCENSUS LLC | Other Service Provider | $8,496 | — | $8,496 |
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $7,287 | — | $7,287 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,291
- Estimated Expense Ratio: 1.222% 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 |
|---|---|---|---|---|---|
| 2023 | $27,788 | — | $27,788 | — | — |