Plan Snapshot
- Plan Sponsor: Susman, Tisdale, Gayle Architects, Dba Stg Design, INC.
- Sponsor EIN: 742112965
- Sponsor Address: 828 WEST 6TH ST., AUSTIN, TX, 787035468
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 80 | $14.1M | $0 | $737,779 |
| 2023 | 107 | $17.9M | $137,566 | $1.1M |
| 2022 | 126 | $16.6M | $174,895 | $1.0M |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE, CPA, LLC | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEGGY S. EDGE, CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.057% 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 | $63,355 | $30,931 | $24,424 | $8,000 | — |
| 2023 | $56,424 | $8,002 | $40,933 | $7,489 | — |
| 2022 | $58,566 | — | $51,067 | — | $7,499 |