Plan Snapshot
- Plan Sponsor: Steves & Sons INC.
- Sponsor EIN: 741320441
- Sponsor Address: PO BOX 1866, SAN ANTONIO, TX, 782971866
- Plan Type: 401(k)
- Total Participants: 1,734
- Total Assets: $14.0M
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 | 1,734 | $14.0M | $867,472 | $1.3M |
| 2023 | 1,342 | $10.7M | $796,507 | $1.2M |
| 2022 | 1,234 | $7.9M | $802,100 | $1.1M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $350 | $68,482 | $68,832 |
| GLOBAL RETIREMENT PARTNERS | NONE | — | $38,341 | $38,341 |
| BDO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — NONE
- BDO, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,173
- Estimated Expense Ratio: 0.765% 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 | $350 | — | $350 | — | — |
| 2023 | $105 | — | $105 | — | — |
| 2022 | $2,282 | — | $2,282 | — | — |