Plan Snapshot
- Plan Sponsor: The Stewart Organization, INC.
- Sponsor EIN: 630812930
- Sponsor Address: 2300 GATEWAY DRIVE, IRVING, TX, 75063
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $12.4M
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 | 145 | $12.4M | $402,061 | $602,187 |
| 2023 | 144 | $12.1M | $406,063 | $636,376 |
| 2022 | 136 | $16.8M | $379,690 | $599,921 |
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 |
|---|---|---|---|---|
| LANE GORMAN TRUBITT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANE GORMAN TRUBITT LLC — 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 | $46,903 | $7,279 | — | — | — |
| 2023 | $41,430 | $6,493 | — | — | — |
| 2022 | $42,235 | $33,645 | $8,550 | — | — |