Plan Snapshot
- Plan Sponsor: Stevens Companies 401(K) Plan & Tru
- Sponsor EIN: 751302273
- Sponsor Address: 9757 MILITARY PKWY, DALLAS, TX, 752274805
- Plan Type: 401(k)
- Total Participants: 1,808
- Total Assets: $23.3M
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 | 1,808 | $23.3M | $292,977 | $1.7M |
| 2023 | 1,884 | $20.9M | $306,975 | $1.7M |
| 2022 | 2,035 | $17.0M | $309,466 | $1.5M |
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 O | RECORDKEEPER | $7,725 | — | $7,725 |
| 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 — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,725
- Estimated Expense Ratio: 0.033% 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 | $12,470 | $4,745 | — | — | — |
| 2023 | $56,125 | $3,551 | — | — | — |
| 2022 | $40,664 | — | — | — | — |