# Stubbe & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stubbe-associates-inc-401k-plan

> Stubbe & Associates, INC.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stubbe & Associates, INC.

- **Sponsor EIN:** 411546926

- **Sponsor Address:** 14525 HIGHWAY 7, MINNETONKA, MN, 553453737

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

- **Total Participants:** 101

- **Total Assets:** $12.5M

## 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|101|$12.5M|$170,271|$884,187|

| 2023|125|$13.5M|$187,267|$1.0M|

| 2022|114|$12.3M|$150,836|$853,310|

## 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|

| REDPATH AND COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REDPATH AND COMPANY LLC](https://planprovider.pro/provider/redpath-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$62,636|—|$62,636|—|—|

| 2023|$55,975|—|$55,975|—|—|

| 2022|$57,164|—|$57,164|—|—|

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