Plan Snapshot
- Plan Sponsor: Stuller, INC.
- Sponsor EIN: 720694251
- Sponsor Address: 302 RUE LOUIS XIV, LAFAYETTE, LA, 70508
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,767
- Total Assets: $120.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,767 | $120.3M | $0 | $0 |
| 2024 | 1,563 | $101.9M | $1.6M | $5.7M |
| 2023 | 1,566 | $88.5M | $1.4M | $4.8M |
| 2022 | 1,550 | $73.3M | $1.2M | $4.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $111,652 | — | $111,652 |
| CREATIVE PLANNING LLC | Investment Advisor | $83,696 | — | $83,696 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $47,467 | — | $47,467 |
| EISNERAMPER LLP | Auditor | $12,075 | — | $12,075 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,890
- Estimated Expense Ratio: 0.212% 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 |
|---|---|---|---|---|---|
| 2025 | $6,763,394 | $131,162 | — | $12,075 | — |
| 2024 | $210,053 | $109,464 | $2,700 | — | — |
| 2023 | $189,445 | $90,414 | — | $11,500 | — |
| 2022 | $205,349 | $31,358 | — | — | — |