Plan Snapshot
- Plan Sponsor: Stoneridge, INC.
- Sponsor EIN: 341598949
- Sponsor Address: 39675 MACKENZIE DRIVE, NOVI, MI, 48377
- Plan Type: 401(k)
- Total Participants: 678
- Total Assets: $112.3M
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 | 678 | $112.3M | $1.6M | $3.8M |
| 2023 | 677 | $103.3M | $1.6M | $3.8M |
| 2022 | 680 | $91.5M | $1.5M | $3.6M |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $163,862 | $65,257 | $55,236 | — | — |
| 2023 | $144,268 | $56,212 | $47,655 | — | — |
| 2022 | $154,697 | $59,504 | $65,217 | — | $29,976 |