# Stevens & Stevens Investment Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/stevens-stevens-investment-group-inc-plan

> Stevens & Stevens Investment Group INC.'s 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stevens & Stevens Investment Group INC.

- **Sponsor EIN:** 834607305

- **Sponsor Address:** 650 LITCHFIELD LANE, DUNEDIN, FL, 34698

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

- **Total Participants:** 18

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|18|$1.7M|$0|$0|

| 2023|15|$1.6M|$10,000|$0|

| 2022|10|$1.4M|$35,000|$0|

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