Stevens Aerospace and Defense Systems 401(k) match, vesting and fees
What Stevens Aerospace and Defense Systems' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Stevens Aerospace and Defense Systems: employer contribution per participant | $1,088 | |
| Peer median | $1,076 |
| Stevens Aerospace and Defense Systems: average balance | $43,969 | |
| Peer median | $31,804 |
| Stevens Aerospace and Defense Systems: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $18.6M at the end of plan year 2021 to $20M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 465 | $20M | $495K | $1,088 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 443 | $18.5M | $459K | $1,062 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 442 | $16.1M | $422K | $978 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 416 | $18.6M | $351K | $870 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Stevens Aerospace and Defense Systems match 401(k) contributions?
The match terms for the Stevens Aerospace and Defense Systems LLC 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $495K in employer contributions, about $1,088 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stevens Aerospace and Defense Systems 401(k) match vested?
The vesting schedule for the Stevens Aerospace and Defense Systems LLC 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stevens Aerospace and Defense Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Stevens Aerospace and Defense Systems, LLC.
I left Stevens Aerospace and Defense Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stevens Aerospace and Defense Systems, LLC, (864) 678-6137) or the recordkeeper, Principal Life Insurance Company. The Stevens Aerospace and Defense Systems old 401(k) page lists the contacts from every plan filing. Find an old Stevens Aerospace and Defense Systems 401(k)
Data from the public Form 5500 annual reports Stevens Aerospace and Defense Systems filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Stevens Aerospace and Defense Systems. Not financial advice. Report a correction · Methodology