Plan Snapshot
- Plan Sponsor: Stonemor INC Dba Everstory Partners
- Sponsor EIN: 800103152
- Sponsor Address: 955 KELLER ROAD, ALTAMONTE SPRINGS, FL, 32714
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,262
- Total Assets: $39.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,262 | $39.8M | $751,395 | $5.3M |
| 2023 | 1,868 | $35.0M | $522,714 | $4.1M |
| 2022 | 1,894 | $33.6M | $759,447 | $5.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $183,664 | — | $183,664 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $91,989 | — | $91,989 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $275,653
- Estimated Expense Ratio: 0.693% 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 | $278,595 | $94,932 | — | — | — |
| 2023 | $240,150 | $84,392 | — | — | — |
| 2022 | $328,996 | — | — | — | — |