Plan Snapshot
- Plan Sponsor: Stonecreek Services, LLC
- Sponsor EIN: 352662873
- Sponsor Address: 1841 MONTCLAIRE LANE, VESTAVIA HILLS, AL, 35216
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $4.1M
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 | 233 | $4.1M | $122,503 | $519,519 |
| 2023 | 253 | $3.2M | $107,964 | $429,906 |
| 2022 | 232 | $2.3M | $106,433 | $291,606 |
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 |
|---|---|---|---|---|
| THE HIGHLANDS ACCOUNTING GROUP, INC | 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 | $56,020 | — | $56,020 | — | — |
| 2023 | $40,719 | — | $40,719 | — | — |
| 2022 | $34,060 | — | $34,060 | — | — |