Plan Snapshot
- Plan Sponsor: The Stebbins Engineering And Manufacturing Company
- Sponsor EIN: 150458520
- Sponsor Address: 363 EASTERN BLVD., WATERTOWN, NY, 136013140
- Plan Type: DB
- Total Participants: 61
- Total Assets: $36.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 61 | $36.4M | $0 | $0 |
| 2023 | 60 | $35.3M | $0 | $0 |
| 2022 | 73 | $32.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| FITZGERALD,DEPIETRO & WOJNAS,CPA'S | Auditor | — | — | $0 |
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 | $372,230 | $272,932 | $42,945 | — | — |
| 2023 | $292,529 | $252,065 | $38,237 | — | — |
| 2022 | $332,845 | $270,296 | $62,015 | — | — |