Department of Labor filing
Spot something wrong?Stevens & Lee 401(k) plan
STEVENS & LEE SAVINGS PLAN · For the plan year ended Dec 31, 2024
Legal plan sponsor: STEVENS & LEE
Latest public filing 2024 · received Oct 10, 2025
Plan summary
Start with the match, vesting, and fees
Strong
This looks strong based on public filing history. Keep checking the source links because plan rules can change.
Why: The current match still needs a dated source. Vesting is not confirmed yet. The latest filing also shows more employer money than most similar plans.
72Plan health
from public filings
from public filings
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
This is the first number to confirm: the match rate, required employee contribution, annual cap, and any true-up.
Once the formula is known, this converts the headline benefit into estimated annual dollars.
Vesting decides how much employer money you keep if you leave before staying long enough.
obligation, end of year 175,524 188,528 Fair value of plan assets, beginning of year: 193,192 210,031 Actual return on plan assets 8,285 19,957 Benefits paid ( 13,655 ) ( 13,021 ) Administrative expenses paid ( 1,470 ) ( 1,155 ) Settlements — ( 22,620 ) Fair value of plan assets, end of year 186,352 193,192 Funded status 10,828 4,664 Disaggregated amounts recognized in the Consolidated Balance Sheets are as follows: (Thousands of Dollars) September 28 2025 September 29 2024 Net pension assets 10,828 4,664 Accumulated other comprehensive income (before income taxes) 14,683 8,804 Amounts recognized in accumulated other comprehensive (loss) income are as follows: (Thousands of Dollars) September 28 2025 September 29 2024 Unrecognized net actuarial gain 17,581 12,550 Unrecognized prior service
Look for low-cost index funds, target-date funds, stable-value or bond options, and any brokerage window.
Eligibility tells you when contributions and employer money can start after hire.
Automatic enrollment and auto-increase features usually help more employees save consistently.
Roth availability matters if you want after-tax contributions inside the workplace plan.
Up 1.4% over the filing history shown.
Participation up 12.2% · assets up 25.3%
How this is calculated →See score distributions →Current terms to confirm: vesting, investment choices, eligibility, automatic enrollment, Roth availability
These details are often kept in employee-only plan documents. We show them when there is a dated source clear enough to trust.
Before you enroll: confirm the match, vesting schedule, waiting period, and fees in the current plan documents. The filing history shows how the plan itself has changed.
Keep in mind: public filings do not show your personal investment returns. Missing information does not count against the plan. Today’s benefit rules require a current plan document.
Need the raw filing detail?
The key takeaways are above. Open the full record when you want every number and source note.
Filing comparison · 202470out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions100th percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense0th percentileTypical peer $173 · based on 5,672 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2024, STEVENS & LEE reported $9,252,896 in employer contributions across this plan, or $24,033 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 12.2% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $9,252,896 $24,033 per active participant
- Participant contributions
- $4,015,447
- Other contributions
- $1,075,709 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 69.7%
- Active participants
- 385 Mid-size plan
- Total participants
- 546 522 at the beginning of the year
- Ending assets
- $281,223,608 $515,062 per participant
- Net-asset change
- Up 26.2% Not the same as investment performance
- Beginning net assets
- $254,275,097
- Ending net assets
- $278,286,123
- Beginning liabilities
- $6,763
- Ending liabilities
- $2,937,485
- Total income
- $47,057,491
- Total expenses
- $23,046,465
- Administrative expenses
- $1,363,468 $2,612 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2022
$23,711
2023
$22,722
2024
$24,033
2022
$2,858
2023
$2,384
2024
$2,612
2022
343
2023
374
2024
385
2022
$224,462,846
2023
$254,281,860
2024
$281,223,608
2022
Not reported
2023
Not reported
2024
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2024 | $24,033 | 385 | 281.2M |
| 2023 | $22,722 | 374 | 254.3M |
| 2022 | $23,711 | 343 | 224.5M |
Changes in plan assets are not the same as investment performance.
Plan health
Loans, late deposits, and other filing disclosures
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Unqualified opinion Code 1
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- 0
- Lease defaults reported
- 0Only a small number of filings report these events.
- Nonexempt transactions reported
- 0
- Public plan identifier
- 231886296-002
Insurance and supporting schedules
Additional arrangements reported
These disclosures add context. They should not be read as a score or a judgment on their own.
- Additional paid service providers
- 27$1,364,780 in separately reported direct compensation
- Compensation reported as formulas
- 70The filing describes how compensation is calculated but does not provide a comparable dollar total.
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- Single-employer plan
- Plan effective date
- Jan 1, 1973
- Industry
- Professional, scientific, and technical services
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2A2E2F2H2J2S2T
Companies paid by the plans
Service providers named in the latest filings
Amounts are combined when the same provider and role appear in more than one plan. Form 5500 filings do not standardize every provider’s job, so treat the role labels as tentative; the provider name and compensation come directly from the filing.
| Provider | Possible role | How certain? | Plan year | Direct compensation | Indirect compensation |
|---|---|---|---|---|---|
| BANK OF AMERICA | other | Tentative | 2024 | Not reported | unknown |
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Quick answers
Stevens & Lee 401(k) questions
What is Stevens & Lee's 401(k) match?
We have not verified a current match formula yet. The public filing shows total employer contributions, but that is not the same as the match.
How much employer money did Stevens & Lee report adding?
For 2024, the selected filing reports $9,252,896 in employer contributions, or $24,033 per active participant. This is a plan-level historical figure, not a personal match quote.
What is Stevens & Lee's 401(k) vesting schedule?
We have not verified the current vesting schedule yet. Ask for the latest SPD or benefits guide before counting employer money as fully yours.
What are Stevens & Lee's 401(k) fees?
The 2024 filing reports $2,612 in administrative cost per active participant. Fund expenses and employee-level charges may require a current fee disclosure.
Can I use this page to compare Stevens & Lee with another job offer?
Yes, as a starting point. Compare the documented match, vesting, eligibility, fees, investments, and the filing history, then confirm the current terms before assigning a dollar value to an offer.
Source evidence
What recent SEC filings may add
These snippets come from official SEC filings connected to the employer. They are useful clues, but we keep them separate from fully reviewed current plan terms.
Match
ted to the NEOs is reflected in “Outstanding Equity Awards at September 28, 2025” below. (2) Includes discretionary amounts paid under the annual cash incentive plan. (3) Includes matching contributions made to the Company's Retirement Account Plan and Non-Qualified Plan during the year. To the extent qualifying compensation was not recei…
Vesting
s are expected to be outstanding, and is determined based on historical experience of similar awards, giving consideration to contractual terms of the 52 Table of Contents awards, vesting schedules and expectations of future employee behavior. The volatility factor is calculated using historical market data for our Common Stock. The time …
Fees
obligation, end of year 175,524 188,528 Fair value of plan assets, beginning of year: 193,192 210,031 Actual return on plan assets 8,285 19,957 Benefits paid ( 13,655 ) ( 13,021 ) Administrative expenses paid ( 1,470 ) ( 1,155 ) Settlements — ( 22,620 ) Fair value of plan assets, end of year 186,352 193,192 Funded status 10,828 4,664 Disa…
Eligibility
which represents certain disability benefits, was $ 1.6 million at September 28, 2025 and $ 1.6 million at September 29, 2024. 10. OTHER RETIREMENT PLANS Substantially all of our employees are eligible to participate in a qualified defined contribution retirement plan. We also have a non-qualified plan for employees whose incomes exceed q…
Filing ACK_ID20251010080635NAL0004060275001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗