Plan Snapshot
- Plan Sponsor: The John Stewart Company
- Sponsor EIN: 942477073
- Sponsor Address: 1388 SUTTER STREET, SAN FRANCISCO, CA, 94109
- Plan Type: 401(k)
- Total Participants: 1,355
- Total Assets: $66.6M
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 | 1,355 | $66.6M | $1.5M | $5.9M |
| 2023 | 1,510 | $57.8M | $1.3M | $5.6M |
| 2022 | 1,494 | $47.9M | $1.1M | $5.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $178,418 | — | $178,418 |
| SAGEVIEW ADVISORY GROUP, LLC | CONSULTING | $38,860 | — | $38,860 |
| PEROTTI AND CARRADE | AUDITOR | $19,000 | — | $19,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP, LLC — CONSULTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,278
- Estimated Expense Ratio: 0.355% 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 | $236,278 | $38,860 | — | $19,000 | — |
| 2023 | $203,945 | $36,343 | — | $17,500 | — |
| 2022 | $189,058 | $34,944 | — | — | $16,000 |