# Steves & Sons INC. 401(k) Plan
Source: https://planprovider.pro/companies/steves-sons-inc-401k-plan

> Steves & Sons INC.'s 401(k) plan: 1,734 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [BDO, LLC](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|

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