Plan Snapshot
- Plan Sponsor: Stout Risius Ross, LLC
- Sponsor EIN: 383003685
- Sponsor Address: 150 WEST SECOND STREET, ROYAL OAK, MI, 48067
- Plan Type: 401(k)
- Total Participants: 1,074
- Total Assets: $218.0M
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 | 1,074 | $218.0M | $10.7M | $14.2M |
| 2023 | 959 | $167.0M | $10.1M | $12.4M |
| 2022 | 813 | $123.4M | $6.8M | $8.0M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $61,250 | — | $61,250 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $20,241 | — | $20,241 |
| ELLIOT DAVIS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ELLIOT DAVIS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,491
- Estimated Expense Ratio: 0.037% 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 | $81,491 | $61,250 | — | — | — |
| 2023 | $156,901 | $50,000 | — | — | — |
| 2022 | $44,551 | — | — | — | — |