Plan Snapshot
- Plan Sponsor: Stream-Flo Usa, INC.
- Sponsor EIN: 980412571
- Sponsor Address: 8726 FALLBROOK, HOUSTON, TX, 77064
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 239 | $9.5M | $468,268 | $867,377 |
| 2023 | 231 | $9.0M | $451,503 | $823,646 |
| 2022 | 220 | $7.9M | $433,987 | $780,736 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | INVESTMENT ADVISORY | — | $42,690 | $42,690 |
| ALLIANCE BENEFIT GROUP OF HOUSTON | CONTRACT ADMINISTRATOR | — | $6,772 | $6,772 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $6,119 | — | $6,119 |
| RILEY AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RILEY AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,581
- Estimated Expense Ratio: 0.588% 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 | $6,119 | — | $6,119 | — | — |
| 2023 | $5,377 | — | $5,377 | — | — |
| 2022 | $5,640 | — | $5,640 | — | — |