Plan Snapshot
- Plan Sponsor: Stoner Electric, LLC
- Sponsor EIN: 930612566
- Sponsor Address: 1904 SE OCHOCO STREET, MILWAUKIE, OR, 97222
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 231 | $14.2M | $213,525 | $1.1M |
| 2023 | 258 | $12.5M | $175,775 | $1.1M |
| 2022 | 240 | $9.1M | $0 | $935,799 |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | $18,201 | — | $18,201 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,201
- Estimated Expense Ratio: 0.128% 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 | $127,299 | $71,614 | $37,484 | $18,201 | — |
| 2023 | $105,313 | $57,450 | $25,363 | $22,500 | — |
| 2022 | $103,522 | $63,934 | $21,658 | — | $14,900 |