Plan Snapshot
- Plan Sponsor: Sts Operating, INC.
- Sponsor EIN: 223827595
- Sponsor Address: 2301 WINDSOR COURT, ADDISON, IL, 601011480
- Plan Type: 401(k)
- Total Participants: 1,124
- Total Assets: $167.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,124 | $167.5M | $2.1M | $8.4M |
| 2023 | 1,040 | $151.0M | $1.9M | $6.7M |
| 2022 | 712 | $122.0M | $1.5M | $5.5M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | NONE | $70,000 | — | $70,000 |
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $17,143 | — | $17,143 |
| SIKICH LLP | NONE | $13,400 | — | $13,400 |
| SIKICH CPA LLC | Auditor | $13,400 | — | $13,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,943
- Estimated Expense Ratio: 0.068% 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 | $100,543 | $70,000 | — | $13,400 | — |
| 2023 | $102,559 | $70,000 | — | $19,233 | — |
| 2022 | $53,920 | $35,000 | $8,076 | — | $8,267 |