Plan Snapshot
- Plan Sponsor: Stupp Bros., INC.
- Sponsor EIN: 430542490
- Sponsor Address: 3800 WEBER RD, SAINT LOUIS, MO, 63125
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 515
- Total Assets: $50.4M
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. |
|---|---|---|---|---|
| 2025 | 515 | $50.4M | $0 | $0 |
| 2024 | 345 | $46.1M | $955,939 | $2.2M |
| 2023 | 304 | $44.0M | $1.0M | $2.2M |
| 2022 | 373 | $46.7M | $1.1M | $2.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $60,568 | — | $60,568 |
| OLD NATIONAL WEALTH MANAGEMENT | Investment Advisor | $30,118 | — | $30,118 |
| UHY LLP | Auditor | $18,195 | — | $18,195 |
| 1834 INVESTMENT ADVISORS CO | Investment Advisor | $15,961 | — | $15,961 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,010 | — | $12,010 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,852
- Estimated Expense Ratio: 0.271% 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 | $6,458,397 | $58,089 | — | $10,945 | — |
| 2024 | $106,390 | $52,640 | — | — | — |
| 2023 | $110,951 | $53,172 | — | — | — |
| 2022 | $129,027 | $6,626 | — | — | — |