# Stoneturn Group, LLP 401(k) Plan
Source: https://planprovider.pro/companies/stoneturn-group-llp-401k-plan

> Stoneturn Group, LLP's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stoneturn Group, LLP

- **Sponsor EIN:** 200892304

- **Sponsor Address:** 75 STATE STREET, BOSTON, MA, 02109

- **Plan Type:** 401(k)

- **Total Participants:** 150

- **Total Assets:** $46.5M

## 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|150|$46.5M|$1.3M|$2.1M|

| 2023|140|$38.2M|$1.2M|$2.2M|

| 2022|144|$28.4M|$1.1M|$2.1M|

## 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|

| CARON & BLETZER, PLLC|Auditor|$500|—|$500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $500

- **Estimated Expense Ratio:** 0.001% 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|$47,587|—|—|$500|—|

| 2023|$43,198|—|—|—|—|

| 2022|$45,908|—|—|—|—|

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