Stevens & Lee 401(k) Plan: Login, Facts & Contact Information
Stevens & Lee 401(k) Login
154 former Stevens & Lee employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Stevens & Lee 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $14.3 million went into the plan in contributions, $9.25 million of it from the employer (65%).
- $21.7 million was paid out to participants.
- Investment and other income added $32.7 million.
- Administrative expenses were $1.36 million, about $2,497 per account.
How the Stevens & Lee 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 383 | $220.8 million | $6.39 million | $1.94 million |
| 2020 | 412 | $239.9 million | $6.80 million | $12.1 million |
| 2021 | 421 | $271.3 million | $7.26 million | $16.1 million |
| 2022 | 437 | $224.5 million | $8.13 million | $19.5 million |
| 2023 | 482 | $254.3 million | $8.50 million | $9.93 million |
| 2024 | 522 | $281.2 million | $9.25 million | $21.7 million |
Stevens & Lee 401(k) Contact Information
Questions about the Stevens & Lee 401(k)
Does Stevens & Lee contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $9.25 million in employer contributions for plan year 2024.
Does the Stevens & Lee 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Stevens & Lee 401(k) plan?
522 participants at the start of plan year 2024, 385 of them active employees, and 154 former employees who still had money in the plan.
What is the average 401(k) balance at Stevens & Lee?
About $515,062 per account: $281.2 million in plan assets across 546 accounts with a balance at the end of plan year 2024.
Who manages the Stevens & Lee 401(k) accounts?
CONRAD SIEGEL ACTUARIES is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Stevens & Lee. How do I access my 401(k)?
Your account stays with CONRAD SIEGEL ACTUARIES after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.