Retirement plan

STEVENS EXHIBITS & DISPLAYS, INC. 401(K) PLAN

Name: STEVENS EXHIBITS & DISPLAYS, INC. - STEVENS EXHIBITS & DISPLAYS, INC. 401(K) PLAN (2025) Form 5500
Creator: STEVENS EXHIBITS & DISPLAYS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVENS EXHIBITS & DISPLAYS, INC. 401(K) PLAN, STEVENS EXHIBITS & DISPLAYS, INC.

STEVENS EXHIBITS & DISPLAYS, INC.EIN 36-2605560Plan #003PY 2025

3900 S. UNION AVE. - CHICAGO, IL 60609773-523-3900stevensexhibits.comLinkedIn11-50 employeesevents services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+9.9% from 2024

Total participants

+6.3% from 2024

Average account balance

$182,480

+9.9% from 2024

Annual return

6.59%

-0.15 pp from 2024

Benchmarks

See 24,949 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort24,949 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.74M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$182K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2889

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$43K

$2889 / participant

Other / not subdivided$43K100.0%

% of EOY assets

1.583%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,480

$129,737+40.7%

$119,126+53.2%

$154,746+17.9%

Participation rate

86.7%

78.9%+7.8pp

75.8%+10.9pp

80.7%+6.0pp

Annual return

6.59%

379.08%-372.5pp

282.11%-275.5pp

172.34%-165.8pp

Employer contribution / active EE

$1,835

$4,375-58.1%

$4,034-54.5%

$4,379-58.1%

Participant deferral / active EE

$4,819

$5,842-17.5%

$5,318-9.4%

$6,730-28.4%

Admin fee / account holder

$2,889

$11,961-75.8%

$10,693-73.0%

$14,365-79.9%

STEVENS EXHIBITS & DISPLAYS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVENS EXHIBITS & DISPLAYS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion