Plan Snapshot
- Plan Sponsor: Webb-Stiles Company
- Sponsor EIN: 340742487
- Sponsor Address: 675 LIVERPOOL DRIVE, VALLEY CITY, OH, 44280
- Plan Type: DC
- Total Participants: 115
- Total Assets: $21.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 115 | $21.2M | $480,861 | $515,926 |
| 2023 | 113 | $17.8M | $0 | $467,991 |
| 2022 | 111 | $15.4M | $121,333 | $453,666 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $26,739 | — | $26,739 |
| GLOBAL RETIREMENT PARTNERS, LLC | ADVISOR | $22,583 | — | $22,583 |
| PEASE BELL CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — ADVISOR
- PEASE BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,322
- Estimated Expense Ratio: 0.233% 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 | $51,357 | $22,583 | $6,521 | — | — |
| 2023 | $43,874 | $18,644 | $480 | — | — |
| 2022 | $33,951 | $18,884 | $15,067 | — | — |