# The Stewart Organization, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-stewart-organization-inc-401k-plan

> The Stewart Organization, INC.'s 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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