Department of Labor filing

STEVENS TRANSPORT, INC.

STEVENS COMPANIES 401(K) PLAN & TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

32filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$162

Reported employer contributions per active participant.

Higher than about 4% of comparable plans

#People in the filing

1,808

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$6 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 98% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202432out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions4th percentileTypical peer $880 · based on 142 comparable plans

Lower reported administrative expense98th percentileTypical peer $92 · based on 141 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, STEVENS TRANSPORT, INC. reported $292,977 in employer contributions across the plan and 1,808 active participants. That works out to $162 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 6.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 67.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context32/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $292,977
Participant contributions: $1,667,683
Other contributions: $95,054
Employer share of reported contributions: 14.9%
Beginning assets: $20,914,934
Ending assets: $23,268,317
Ending net assets: $23,268,317
Ending liabilities: $0
Total income: $5,507,988
Total expenses: $3,154,605
Administrative expenses: $12,470
Participant loans: $391,437

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$152

2023

$163

2024

$162

Plan-paid administrative expenses per participant

2022

$18

2023

$23

2024

Active participants

2022

2,035

2023

1,884

2024

1,808

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$162	1,808	23.3M	20251003115933NAL0001347409001
2023	$163	1,884	20.9M	20241011153440NAL0011131427001
2022	$152	2,035	17M	20231013122055NAL0033209953001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 751302273-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1991
Industry: Transportation and warehousing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20251003115933NAL0001347409001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗