Plan Snapshot
- Plan Sponsor: Stevens Capital Management LP
- Sponsor EIN: 980377305
- Sponsor Address: 201 KING OF PRUSSIA ROAD, RADNOR, PA, 19087
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $107.5M
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 | 62 | $107.5M | $2.1M | $1.4M |
| 2023 | 61 | $87.9M | $2.0M | $1.4M |
| 2022 | 58 | $69.6M | $1.9M | $1.2M |