Plan Snapshot
- Plan Sponsor: Stream Realty Partners
- Sponsor EIN: 752680688
- Sponsor Address: 2001 ROSS AVE SUITE 400, DALLAS, TX, 752012930
- Plan Type: 401(k)
- Total Participants: 1,316
- Total Assets: $73.2M
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. |
|---|---|---|---|---|
| 2023 | 1,316 | $73.2M | $3.3M | $10.8M |
| 2022 | 1,182 | $51.3M | $2.7M | $9.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $503,422 | — | $503,422 |
| PROSPERA FINANCIAL SERVICES | INVESTMENT ADVISORY | — | $182,714 | $182,714 |
| CARR RIGGS AND INGRAM LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $686,136
- Estimated Expense Ratio: 0.937% 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 |
|---|---|---|---|---|---|
| 2023 | $251,712 | — | $251,712 | — | — |
| 2022 | $257,100 | — | $257,100 | — | — |