# Stuartco 401(k) Plan
Source: https://planprovider.pro/companies/stuartco-401k-plan

> Stuartco's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stuartco

- **Sponsor EIN:** 411766226

- **Sponsor Address:** 1000 W 80TH ST, BLOOMINGTON, MN, 554201009

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

- **Total Participants:** 200

- **Total Assets:** $11.2M

## 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.|

| 2024|200|$11.2M|$241,185|$813,440|

| 2023|210|$9.8M|$260,236|$844,896|

| 2022|313|$8.1M|$258,443|$769,355|

## 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|$60,090|—|$60,090|

| BEMANAGED|CONTRACT ADMINISTRATOR|$6,729|—|$6,729|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,819

- **Estimated Expense Ratio:** 0.595% 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|$66,819|—|$66,819|—|—|

| 2023|$75,538|$3,250|$72,288|—|—|

| 2022|$69,445|$4,865|$64,580|—|—|

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