# Stevens Companies 401(K) Plan & Tru 401(k) Plan
Source: https://planprovider.pro/companies/stevens-transport-inc-401k-plan

> Stevens Companies 401(K) Plan & Tru's 401(k) plan: 1,808 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|—|—|

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