# Stoneage Holdings, INC. DC Plan
Source: https://planprovider.pro/companies/stoneage-holdings-inc-plan

> Stoneage Holdings, INC.'s DC plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/polsinelli-pc) — LEGAL

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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