Plan Snapshot
- Plan Sponsor: Stoneridge Meat & Country Market, INC.
- Sponsor EIN: 201272774
- Sponsor Address: 975 E MAIN ST, WAUTOMA, WI, 54982
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 238 | $5.1M | $205,588 | $397,792 |
| 2023 | 188 | $4.2M | $192,537 | $364,771 |
| 2022 | 194 | $3.6M | $203,058 | $377,717 |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISOR | $22,013 | — | $22,013 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,013
- Estimated Expense Ratio: 0.432% 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 | $25,430 | $22,013 | $3,185 | — | — |
| 2023 | $22,153 | $19,553 | $2,600 | — | — |
| 2022 | $24,741 | $21,250 | — | — | $3,491 |