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Original filing (PDF)20251009120926NAL0010905536001
STEVENS CONSTRUCTION CORP.
Form 5500
FILING_RECEIVED
STEVENS CONSTRUCTION CORP. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
243
Accounts w/ balance
336
Plan assets (EOY)
$36.3M
Net assets (EOY)
$36.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVENS CONSTRUCTION CORP..
Plan sponsor
Name
STEVENS CONSTRUCTION CORP.
EIN
39-0926065
Address
PO BOX 7726 · MADISON, WI · 537077726
Phone
(608) 222-5100
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
Investments
18 direct securities · 13 pooled funds· $37.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$20.4M
18 holdings
Common Collective Trust
$12.6M
9 holdings
Pooled Separate Account
$4.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | — | $5.9M | 16.3% | |
| EMPOWER LIFETIME 2055 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 015 | Common Collective Trust | — | — | $2.8M | 7.7% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $2.4M | 6.6% | |
| EMPOWER LIFETIME 2045 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 014 | Common Collective Trust | — | — | $2.3M | 6.4% | |
| Dodge & Cox | — | — | — | $2.1M | 5.9% | |
| EMPOWER LIFETIME 2040 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 050 | Common Collective Trust | — | — | $1.9M | 5.3% | |
| EMPOWER LIFETIME 2035 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 013 | Common Collective Trust | — | — | $1.8M | 4.9% | |
| EMPOWER LIFETIME 2050 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 051 | Common Collective Trust | — | — | $1.7M | 4.6% | |
| Baird | — | — | — | $1.5M | 4.3% | |
| Empower | — | — | — | $1.5M | 4.2% | |
| Fidelity | — | — | — | $1.3M | 3.7% | |
| EMPOWER LIFETIME 2030 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 049 | Common Collective Trust | — | — | $1.1M | 3.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $873K | 2.4% | |
| Capital Group | — | — | — | $835K | 2.3% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $835K | 2.3% | |
| Artisan Funds | — | — | — | $820K | 2.3% | |
| American Funds | — | — | — | $790K | 2.2% | |
| Ishares | — | — | — | $776K | 2.1% | |
| T. Rowe Price | — | — | — | $717K | 2.0% | |
| Vanguard | — | — | — | $664K | 1.8% | |
| Vanguard | — | — | — | $621K | 1.7% | |
| PIMCO | — | — | — | $614K | 1.7% | |
| Vanguard | — | — | — | $605K | 1.7% | |
| Empower | — | — | — | $565K | 1.6% | |
| DFA | — | — | — | $535K | 1.5% | |
| COHEN & STEERS U S REALTY FUND CLAS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $489K | 1.3% | |
| EMPOWER LIFETIME 2025 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 012 | Common Collective Trust | — | — | $349K | 1.0% | |
| T. Rowe Price | — | — | — | $221K | 0.6% | |
| Credit Suisse | — | — | — | $205K | 0.6% | |
| EMPOWER LIFETIME 2020 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 047 | Common Collective Trust | — | — | $197K | 0.5% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |