# Stephens & Smith Construction Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/stephens-smith-construction-co-inc-470558429-001

> Stephens & Smith Construction Co., INC.'s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stephens & Smith Construction Co., INC.

- **Sponsor EIN:** 470558429

- **Sponsor Address:** 1542 SOUTH FIRST, LINCOLN, NE, 68502

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

- **Plan Number:** 001

- **Total Participants:** 178

- **Total Assets:** $25.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|178|$25.3M|$1.3M|$0|

| 2023|193|$21.6M|$1.2M|$0|

| 2022|154|$20.6M|$1.2M|$0|

## 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|

| FIRST INTERNATIONAL BANK & TRUST|Other Service Provider|$27,083|—|$27,083|

| STERN BROTHERS|Other Service Provider|$13,750|—|$13,750|

| BUCKLEY & SITZMAN, LLP|Auditor|$9,750|—|$9,750|

| UNION BANK & TRUST COMPANY|Other Service Provider|$8,887|—|$8,887|

| GREATBANC|Other Service Provider|$5,167|—|$5,167|

### Verified Provider Profiles

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

- [BUCKLEY & SITZMAN, LLP](https://planprovider.pro/provider/buckley-and-sitzman-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,637

- **Estimated Expense Ratio:** 0.255% 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|$58,287|$26,000|—|$9,750|—|

| 2023|$55,035|$27,040|—|$8,400|—|

| 2022|$27,865|—|—|—|$27,865|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stephens-smith-construction-co-inc-470558429-001)

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