Retirement plan

STEVENS SALES COMPANY 401(K) BRITE PLAN

Name: STEVENS SALES COMPANY - STEVENS SALES COMPANY 401(K) BRITE PLAN (2025) Form 5500
Creator: STEVENS SALES COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVENS SALES COMPANY 401(K) BRITE PLAN, STEVENS SALES COMPANY

STEVENS SALES COMPANYEIN 87-0256542Plan #002PY 2025

P.O. BOX 65596 - SALT LAKE CITY, UT 841650596801-487-8971ssco.netLinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.5M

-9.1% from 2024

Total participants

+13.0% from 2024

Average account balance

$97,885

-19.6% from 2024

Annual return

12.55%

+2.50 pp from 2024

Benchmarks

See 7,810 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort7,810 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.55M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30879

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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$803K

$36494 / participant

Other / not subdivided$803K100.0%

% of EOY assets

31.547%

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

$97,885

$213,785-54.2%

$185,441-47.2%

$155,188-36.9%

Participation rate

100.0%

83.2%+16.8pp

80.3%+19.7pp

80.8%+19.2pp

Annual return

12.55%

19.97%-7.4pp

20.16%-7.6pp

148.84%-136.3pp

Employer contribution / active EE

$2,745

$5,393-49.1%

$4,672-41.2%

$4,248-35.4%

Participant deferral / active EE

$5,315

$6,864-22.6%

$6,152-13.6%

$6,531-18.6%

Admin fee / account holder

$30,879

$21,134+46.1%

$17,890+72.6%

$14,480+113.3%

STEVENS SALES COMPANY 401(K) BRITE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVENS SALES COMPANY 401(K) BRITE 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