Plan Snapshot
- Plan Sponsor: Store Supply Warehouse
- Sponsor EIN: 202675476
- Sponsor Address: 12955 ENTERPRISE WAY, BRIDGETON, MO, 63044
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 124
- Total Assets: $6.4M
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. |
|---|---|---|---|---|
| 2025 | 124 | $6.4M | $0 | $0 |
| 2024 | 119 | $5.7M | $119,990 | $282,903 |
| 2023 | 133 | $5.1M | $148,478 | $278,918 |
| 2022 | 146 | $4.0M | $146,240 | $270,912 |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | Other Service Provider | $17,620 | — | $17,620 |
| PARKSIDE FINANCIAL, INC. | Other Service Provider | $14,079 | — | $14,079 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,699
- Estimated Expense Ratio: 0.497% 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 |
|---|---|---|---|---|---|
| 2025 | $590,654 | $14,079 | — | — | — |
| 2024 | $32,301 | $13,617 | — | — | — |
| 2023 | $26,819 | $11,957 | — | — | — |
| 2022 | $29,420 | $12,429 | — | — | — |