Original filing (PDF)20251002111445NAL0000359729001

STEPHENS AND SMITH CONSTRUCTION

Name: STEPHENS AND SMITH CONSTRUCTION — STEPHENS AND SMITH CONSTRUCTION 401(K) PLAN, Form 5500 (2024)
Creator: STEPHENS AND SMITH CONSTRUCTION

Form 5500

FILING_RECEIVED

STEPHENS AND SMITH CONSTRUCTION 401(K) PLAN

401(k) retirement plan

Active participants

224

Accounts w/ balance

223

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHENS AND SMITH CONSTRUCTION.

Plan sponsor

Name

STEPHENS AND SMITH CONSTRUCTION

EIN

47-0558429all filings

Address

1542 SOUTH FIRST · LINCOLN, NE · 68502

Phone

(402) 475-8087

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JULY BUSINESS SERVICES LLC	74-2715820	WACO, TX	RECORDKEEPER	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
D.A. DAVIDSON & CO.	—	LINCOLN, NE	NONE	$27K	—
MATRIX FINANCIAL SOLUTIONS, INC.

Investments

1 pooled fund· $293K(2% 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.