Plan Snapshot
- Plan Sponsor: Stoneeagle, F&I, INC.
- Sponsor EIN: 833555555
- Sponsor Address: 3400 N CENTRAL EXPY, RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $13.6M
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 | 173 | $13.6M | $506,733 | $1.5M |
| 2023 | 139 | $10.0M | $403,899 | $1.1M |
| 2022 | 130 | $7.9M | $370,547 | $991,549 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,042 | — | $35,042 |
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $27,280 | — | $27,280 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,740 | — | $5,740 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,062
- Estimated Expense Ratio: 0.500% 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 | $68,062 | $33,020 | — | — | — |
| 2023 | $52,754 | $25,544 | — | — | — |
| 2022 | $49,606 | $3,510 | — | — | — |