Assets by plan
Share of aggregate retirement assets
Filings through .
Stephens & Smith Construction Co., Inc.
EIN 47-0558429constructionLatest filing 2025
Plans
3
Retirement
2
$40.3M assets
Health & Benefits
1
$235K premiums
Participants
711
1542 SOUTH FIRST - LINCOLN, NE 68502402-475-8087stephensandsmith.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $40.3M assets / 517 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$25.3M
- JULY BUSINESS SERVICES$15.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $235K premiums / 175 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$230K
- Dental$193K
- Vision$193K
- Life$193K
- Short-term disability$193K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
STEPHENS & SMITH CONSTRUCTION CO. , INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$25.3M
Participants231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
STEPHENS AND SMITH CONSTRUCTION 401(K) PLAN
401(k)
Assets$15.0M
Participants286
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
STEPHENS & SMITH CONSTRUCTION CO., INC. EMPLOYEE BENEFITS PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$235K
Covered lives175
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | STEPHENS & SMITH CONSTRUCTION CO. , INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $25.3M | 231 | 2025 |
| #002 | STEPHENS AND SMITH CONSTRUCTION 401(K) PLAN | 401(k) | $15.0M | 286 | 2025 |
- #001 · ESOP · 2025231
- #002 · 401(k) · 2025286
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | STEPHENS & SMITH CONSTRUCTION CO., INC. EMPLOYEE BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $235K | 175 | 2025 |
- #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025175
Retirement plans
Health & Benefits plans