# Stout Risius Ross, LLC 401(k) Plan
Source: https://planprovider.pro/companies/stout-risius-ross-llc-401k-plan

> Stout Risius Ross, LLC's 401(k) plan: 1,074 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ELLIOT DAVIS LLC](https://planprovider.pro/provider/elliott-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|—|—|—|—|

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