# Stoneridge Meat & Country Market, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stoneridge-meat-country-market-inc-401k-plan

> Stoneridge Meat & Country Market, INC.'s 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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