# The John Stewart Company 401(k) Plan
Source: https://planprovider.pro/companies/the-john-stewart-company-401k-plan

> The John Stewart Company's 401(k) plan: 1,355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — 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|

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