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

> Stream Realty Partners's 401(k) plan: 1,316 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|

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