# Stevens & Lee DC Plan
Source: https://planprovider.pro/companies/stevens-lee-plan

> Stevens & Lee's DC plan: 385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stevens & Lee

- **Sponsor EIN:** 231886296

- **Sponsor Address:** P.O. BOX 679, READING, PA, 196030679

- **Plan Type:** DC

- **Total Participants:** 385

- **Total Assets:** $281.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|385|$281.2M|$9.3M|$4.0M|

| 2023|374|$254.3M|$8.5M|$3.5M|

| 2022|343|$224.5M|$8.1M|$3.0M|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|NONE|$1,205,999|—|$1,205,999|

| BANK OF AMERICA|NONE|$112,433|—|$112,433|

| CONRAD SIEGEL ACTUARIES|NONE|$46,348|—|$46,348|

| TOMASI & COMPANY PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,364,780

- **Estimated Expense Ratio:** 0.485% 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|$1,363,468|$1,204,688|—|—|—|

| 2023|$1,148,974|$1,010,042|—|—|—|

| 2022|$1,249,140|$1,065,735|—|—|$183,405|

## Similar Plans

- [Blank Rome LLP](https://planprovider.pro/companies/blank-rome-llp-plan-002) — 385 participants

- [Cipriani & Werner, P.C.](https://planprovider.pro/companies/cipriani-werner-p-c-401k-plan) — 374 participants

- [Dickie, Mccamey & Chilcote, P.C.](https://planprovider.pro/companies/dickie-mccamey-chilcote-p-c-plan) — 413 participants

- [K&L Gates LLP](https://planprovider.pro/companies/k-l-gates-llp-plan-015) — 348 participants

- [K&L Gates LLP](https://planprovider.pro/companies/k-l-gates-llp-plan-008) — 348 participants

- [Cozen Oconnor](https://planprovider.pro/companies/cozen-oconnor-401k-plan-002) — 335 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stevens-lee-plan)

© 2026 PlanProvider.Pro