# Stoneeagle, F&I, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stoneeagle-f-i-inc-401k-plan

> Stoneeagle, F&I, INC.'s 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — 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|—|—|—|

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