# Stream Realty Partners 401(k) Plan
Source: https://planprovider.pro/companies/stream-realty-partners-401k-plan-001

> Stream Realty Partners's 401(k) plan: 1,471 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stream Realty Partners

- **Sponsor EIN:** 991770642

- **Sponsor Address:** 2001 ROSS AVE SUITE 400, DALLAS, TX, 752012930

- **Plan Type:** 401(k)

- **Total Participants:** 1,471

- **Total Assets:** $97.1M

## 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|1,471|$97.1M|$4.1M|$12.6M|

## 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|$263,529|—|$263,529|

| PROSPERA FINANCIAL SERVICES|INVESTMENT ADVISORY|—|$40,000|$40,000|

| CARRS, 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:** $303,529

- **Estimated Expense Ratio:** 0.313% 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|$263,529|—|$263,529|—|—|

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