Plan Snapshot
- Plan Sponsor: Stone Transport Limited Partnership
- Sponsor EIN: 202609942
- Sponsor Address: PO BOX 1506, SAGINAW, MI, 48605
- Plan Type: 401(k)
- Total Participants: 578
- Total Assets: $6.0M
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 | 578 | $6.0M | $245,581 | $740,195 |
| 2023 | 377 | $3.4M | $85,588 | $357,812 |
| 2022 | 271 | $2.6M | $42,206 | $283,911 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $293,980 | — | $37,344 | — | — |
| 2023 | $100,678 | — | $22,151 | — | — |
| 2022 | $16,137 | — | — | — | — |