Plan Snapshot
- Plan Sponsor: Stonewall Kitchen, LLC
- Sponsor EIN: 010544070
- Sponsor Address: 2 STONEWALL LANE, YORK, ME, 03909
- Plan Type: 401(k)
- Total Participants: 504
- Total Assets: $25.1M
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 | 504 | $25.1M | $626,591 | $1.4M |
| 2023 | 509 | $21.9M | $622,769 | $1.4M |
| 2022 | 516 | $19.6M | $696,333 | $1.6M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $58,521 | — | $58,521 |
| HUB INTERNATIONAL NEW ENGLAND | Recordkeeper | $16,265 | — | $16,265 |
| STONEWALL KITCHEN LLC | Auditor | $13,520 | — | $13,520 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,306
- Estimated Expense Ratio: 0.352% 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 | $97,261 | — | — | — | — |
| 2023 | $1,252 | — | — | — | — |
| 2022 | $13,889 | — | — | — | — |