Original filing (PDF)20250930172138NAL0013526016001

STEVES & SONS INC.

Name: STEVES & SONS INC. — STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEVES & SONS INC.

Form 5500

FILING_RECEIVED

STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

16% employer stockCorrective distributions issued

Active participants

1,734

Accounts w/ balance

312

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (10th percentile).

Helping the score

Below-peer total plan cost (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVES & SONS INC..

Plan sponsor

Name

STEVES & SONS INC.

EIN

74-1320441

Address

PO BOX 1866 · SAN ANTONIO, TX · 782971866

Phone

(210) 924-5111

Industry

Manufacturingsee 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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$350	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	47-1411118	—	NONE	$0	—

Investments

35 direct securities · 1 pooled fund· $26.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$12.0M

1 holding

Other securities

$11.8M

31 holdings

Common Stock

$2.2M

3 holdings

Cash / Money Market

$1K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$12.0M	85.8%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Common Stock	—	—	$2.0M	14.2%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.5M	10.8%
VANGUARD US GROWTH ADM MUTUAL FUND SHARES 0	Other securities	—	—	$1.4M	10.2%
NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$912K	6.5%
VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0	Other securities	—	—	$863K	6.2%
VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0	Other securities	—	—	$781K	5.6%
AMERICAN CENTURY AMERCENT ULTRA R6 MUTUAL FUND SHARES 0	Other securities	—	—	$762K	5.4%
NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$521K	3.7%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0	Other securities	—	—	$520K	3.7%
NUVEEN LIFECYCLE IDX 2050 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$435K	3.1%
PRUDENTIAL PGIM TOTAL RETURN BOND R6 MUTUAL FUND SHARES 0	Other securities	—	—	$431K	3.1%
NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$431K	3.1%
NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$368K	2.6%
NUVEEN LIFECYCLE IDX 2060 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$358K	2.6%
AMERICAN FUNDS AMERFDS AMCAP R6 MUTUAL FUND SHARES 0	Other securities	—	—	$334K	2.4%
VANGUARD SMALL CAP INDEX ADM MUTUAL FUND SHARES 0	Other securities	—	—	$303K	2.2%
AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R6 MUTUAL FUND SHARES 0	Other securities	—	—	$238K	1.7%
NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$190K	1.4%
DFA GLOBAL EQTY I MUTUAL FUND SHARES 0	Other securities	—	—	$189K	1.4%
JPMORGAN MID CAP GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$169K	1.2%
THORNBURG LTD TERM INC R6 MUTUAL FUND SHARES 0	Common Stock	—	—	$165K	1.2%
AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$158K	1.1%
DFA US TARGETED VAL I MUTUAL FUND SHARES 0	Other securities	—	—	$140K	1.0%
NUVEEN LIFECYCLE IDX 2045 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$130K	0.9%
FIDELITY LARGE CAP GRO IDX MUTUAL FUND SHARES 0	Other securities	—	—	$111K	0.8%
VIRTUS CEREDEX MCV EQTY R6 MUTUAL FUND SHARES 0	Other securities	—	—	$82K	0.6%
NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$78K	0.6%
NUVEEN LIFECYCLE IDX INC R6 MUTUAL FUND SHARES 0	Common Stock	—	—	$75K	0.5%
NUVEEN LIFECYCLE IDX 2010 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$73K	0.5%
NUVEEN LIFECYCLE IDX 2015 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$68K	0.5%
AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$66K	0.5%
JANUS HENDERSON JAN HEN TRITON N MUTUAL FUND SHARES 0	Other securities	—	—	$50K	0.4%
VANGUARD MID CAP INDEX ADM MUTUAL FUND SHARES 0	Other securities	—	—	$42K	0.3%
NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0	Other securities	—	—	$36K	0.3%
GOLDMAN SACHS GOLDMANSACHS MONEY MKT GVT R6 MUTUAL FUND SHARES 0	Cash / Money Market	—	—	$1K	<0.1%