# Stevens Construction Corp. 401(k) Plan
Source: https://planprovider.pro/companies/stevens-construction-corp-401k-plan

> Stevens Construction Corp.'s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stevens Construction Corp.

- **Sponsor EIN:** 390926065

- **Sponsor Address:** PO BOX 7726, MADISON, WI, 537077726

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

- **Total Participants:** 243

- **Total Assets:** $36.3M

## 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|243|$36.3M|$841,121|$2.2M|

| 2023|280|$33.3M|$946,293|$2.3M|

| 2022|276|$27.9M|$860,079|$2.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$35,225|—|$35,225|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$15,386|—|$15,386|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$10,311|—|$10,311|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,922

- **Estimated Expense Ratio:** 0.168% 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|$60,922|$25,697|—|—|—|

| 2023|$44,750|$22,245|—|—|—|

| 2022|$44,572|$17,227|$27,345|—|—|

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