Plan Snapshot
- Plan Sponsor: Stephens Pipe And Steel, LLC
- Sponsor EIN: 262319757
- Sponsor Address: 2224 E HWY 619, RUSSELL SPRINGS, KY, 42642
- Plan Type: 401(k)
- Total Participants: 1,070
- Total Assets: $20.6M
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 | 1,070 | $20.6M | $1.3M | $2.9M |
| 2023 | 1,027 | $16.1M | $1.1M | $2.8M |
| 2022 | 1,068 | $11.8M | $1.2M | $2.8M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $137,792 | $60,826 | $76,966 | — | — |
| 2023 | $157,365 | $14,033 | $143,332 | — | — |
| 2022 | $157,624 | — | $157,624 | — | — |