Plan Snapshot
- Plan Sponsor: Stratford Homes Limited Partnership
- Sponsor EIN: 391649158
- Sponsor Address: 212501 STATE HIGHWAY 97, STRATFORD, WI, 54484
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 131 | $7.4M | $91,749 | $486,633 |
| 2023 | 131 | $7.1M | $81,866 | $446,844 |
| 2022 | 120 | $6.3M | $62,426 | $344,891 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
- Estimated Expense Ratio: 0.181% 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 | $42,784 | $10,000 | — | $13,500 | — |
| 2023 | $41,396 | $12,500 | — | $12,269 | — |
| 2022 | $22,946 | $6,250 | — | — | $16,696 |