Plan Ledger DOL Form 5500 · updated monthly

Stevens Industries, Inc.401(k)

STEVENS INDUSTRIES, INC. 401(K) PLAN · TEUTOPOLIS, IL · plan year 2024

Reported admin expense ratio · 2024
0.37%

Stevens Industries, Inc. reported $117,810 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,223rd-largest of 3,702 plans among Illinois employers on file, and the 4,152nd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$33,588,060
Participants with balances522
Active participants467
Employer contributions—
Employee contributions$1,696,925
Employer contribution per active participant—
Average account balance$64,345
Benefits paid to participants$3,817,017
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.6M · 522 accts
2023$30.4M · 515 accts
2022$26.3M · 478 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,597
Investment management$64,213
Total administrative$117,810
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 · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$53,597
SMITH, MOORE & CO. · Investment advisory (plan)$64,213

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$117,810 · 0.37%
2023$114,818 · 0.41%
2022$110,633 · 0.38%
All plans at this employer2
STEVENS INDUSTRIES, INC. 401(K) PLAN401(k)
STEVENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Illinois
The Libman Company IL$34.6M · 0.06%
Gilster-Mary Lee IL$33.9M · 0.22%
Radiac Abrasives, Inc. IL$33.4M · 0.34%
Tc Industries, Inc. IL$33.2M · 0.05%
Parsons Company, Inc. IL$32.8M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 370899991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.