Plan Snapshot
- Plan Sponsor: Stoneage Holdings, INC.
- Sponsor EIN: 921106022
- Sponsor Address: 466 SOUTH SKYLANE DRIVE, DURANGO, CO, 81303
- Plan Type: DC
- Total Participants: 133
- Total Assets: $39.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $39.0M | $1.6M | $0 |
| 2023 | 143 | $39.5M | $1.1M | $0 |
| 2022 | 124 | $38.0M | $1.5M | $0 |
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 |
|---|---|---|---|---|
| POLSINELLI PC | LEGAL | $30,823 | — | $30,823 |
| VENTURA ESOP FIDUCIARY SERVICES LLC | TRUSTEE | $26,578 | — | $26,578 |
| PRAIRIE CAPITAL | VALUATION SERVICES | $25,050 | — | $25,050 |
| BAKERTILLY | ACCOUNTANT | $17,000 | — | $17,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POLSINELLI PC — LEGAL
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,451
- Estimated Expense Ratio: 0.255% 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 | $125,042 | — | — | — | — |
| 2023 | $2,959 | — | $2,959 | — | — |
| 2022 | $89,129 | — | — | — | — |