# Stratford Homes Limited Partnership 401(k) Plan
Source: https://planprovider.pro/companies/stratford-homes-limited-partnership-401k-plan

> Stratford Homes Limited Partnership's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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