Plan Snapshot
- Plan Sponsor: Stoney Creek Hospitality Corporation
- Sponsor EIN: 421428649
- Sponsor Address: 190 JFK ROAD #1025, DUBUQUE, IA, 52002
- Plan Type: 401(k)
- Total Participants: 455
- Total Assets: $4.8M
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 | 455 | $4.8M | $149,018 | $291,172 |
| 2023 | 317 | $4.4M | $133,109 | $254,608 |
| 2022 | 326 | $4.0M | $118,619 | $229,075 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $23,813 | — | $23,813 |
| VISIONPOINT ADVISORY GROUP | Investment Advisor | $16,016 | — | $16,016 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,829
- Estimated Expense Ratio: 0.829% 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 | $39,829 | $16,016 | — | — | — |
| 2023 | $31,611 | $11,193 | — | — | — |
| 2022 | $36,937 | — | — | — | — |