Plan Snapshot
- Plan Sponsor: The Douglas Stewart Company, INC.
- Sponsor EIN: 391319459
- Sponsor Address: 3862 GALLEON RUN, MADISON, WI, 53718
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $9.8M
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. |
|---|---|---|---|---|
| 2024 | 84 | $9.8M | $127,365 | $441,288 |
| 2023 | 115 | $9.1M | $158,805 | $482,031 |
| 2022 | 129 | $7.4M | $100,763 | $474,473 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $25,442 | $22,121 | $3,321 | — | — |
| 2023 | $22,465 | — | $22,465 | — | — |
| 2022 | $22,823 | $20,121 | $2,702 | — | — |