# Stoneridge, INC. DC Plan
Source: https://planprovider.pro/companies/stoneridge-inc-plan-004

> Stoneridge, INC.'s DC plan: 678 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stoneridge, INC.

- **Sponsor EIN:** 341598949

- **Sponsor Address:** 39675 MACKENZIE DRIVE, NOVI, MI, 48377

- **Plan Type:** DC

- **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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$65,811|—|$65,811|

| MORGAN STANLEY & CO. INC|ADVISOR|$65,257|—|$65,257|

| NEWPORT TRUST COMPANY|TRUSTEE|$32,794|—|$32,794|

| 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:** $163,862

- **Estimated Expense Ratio:** 0.146% 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|$163,862|$65,257|$55,236|—|—|

| 2023|$144,268|$56,212|$47,655|—|—|

| 2022|$154,697|$59,504|$65,217|—|$29,976|

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