# Wm. Michael Stemler, INC. Dba Delta Health Systems 401(k) Plan
Source: https://planprovider.pro/companies/wm-michael-stemler-inc-dba-delta-health-systems-401k-plan

> Wm. Michael Stemler, INC. Dba Delta Health Systems's 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wm. Michael Stemler, INC. Dba Delta Health Systems

- **Sponsor EIN:** 942353289

- **Sponsor Address:** 3244 BROOKSIDE ROAD, STOCKTON, CA, 95219

- **Plan Type:** 401(k)

- **Total Participants:** 84

- **Total Assets:** $11.6M

## 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|84|$11.6M|$201,618|$499,096|

| 2023|124|$10.6M|$207,989|$395,360|

| 2022|86|$7.6M|$203,724|$425,068|

## 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|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — 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|$44,350|$20,132|—|—|—|

| 2023|$28,968|—|$12,098|—|—|

| 2022|$32,618|—|$15,358|—|$17,260|

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