Plan Ledger DOL Form 5500 · updated monthly

Stevens Construction Corp.401(k)

STEVENS CONSTRUCTION CORP. 401(K) SAVINGS PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Stevens Construction Corp. reported $60,922 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,461 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.15% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 534th-largest of 1,936 plans among Wisconsin employers on file, and the 1,338th of 5,337 in construction. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has shrunk from 276 to 243 since 2022.

Plan summary
Net assets, end of year$36,316,025
Participants with balances336
Active participants243
Employer contributions$841,121
Employee contributions$2,190,367
Employer contribution per active participant$3,461
Average account balance$108,083
Benefits paid to participants$4,513,857
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.3M · 336 accts · $841K emplr
2023$33.3M · 361 accts · $946K emplr
2022$27.9M · 361 accts · $860K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,225
Investment management$25,697
Total administrative$60,922
The Stevens Construction Corp. 401(k) match · 2024
Employer contribution per active participant$3,461
Median for plans this size$2,416
2024$3,461 per active participant
2023$3,380 per active participant
2022$3,116 per active participant

Stevens Construction Corp.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$15,386
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$10,311

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$60,922 · 0.17%
2023$44,750 · 0.15%
2022$44,572 · 0.15%
Same employer
Similar plansConstruction · Wisconsin
Haas Sons, Inc. WI$39.5M · 0.38%
J.P. Cullen & Sons, Inc. WI$39.3M · 0.31%
Dave Jones, LLC. WI$37.5M · 0.48%
Equix Holdings, Inc. WI$33.0M · 0.21%
Vh Holdings, LLC WI$32.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390926065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.