Plan Snapshot
- Plan Sponsor: Stevens Engineers & Constructors, INC.
- Sponsor EIN: 341048714
- Sponsor Address: 7850 FREEWAY CIRCLE SUITE 100, MIDDLEBURG HEIGHTS, OH, 44130
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 161 | $27.0M | $302,571 | $1.6M |
| 2023 | 174 | $24.7M | $265,975 | $1.4M |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD | Auditor | — | — | $0 |
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 | $14,048 | $10,998 | $2,700 | — | — |
| 2023 | $13,768 | $9,468 | $3,900 | — | — |