Plan Snapshot
- Plan Sponsor: Stonefield Engineering And Design, LLC
- Sponsor EIN: 271586538
- Sponsor Address: 92 PARK AVE, RUTHERFORD, NJ, 070701957
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 177 | $8.5M | $323,330 | $755,483 |
| 2023 | 168 | $6.4M | $330,613 | $739,723 |
| 2022 | 106 | $4.6M | $296,353 | $621,405 |
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 |
|---|---|---|---|---|
| JERRY MICHALKIEWICZ | 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 | $1,646 | — | $1,646 | — | — |
| 2023 | $1,123 | — | $1,123 | — | — |
| 2022 | $900 | — | $900 | — | — |