Steves & Sons Inc. 401(k) Plan: Login, Facts & Contact Information

Steves & Sons Inc. 401(k) Plan Facts

Plan name
STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
STEVES & SONS INC.
Participants
1,465 (1,734 active employees)
Former employees with a balance
28
Plan assets
$14,004,448 at Dec 31, 2024
Average account balance
$44,886 across 312 accounts
Employer contributions
$867,472 in plan year 2024 (41% of all contributions)
Recordkeeper
American United Life Insurance Co
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.14 million went into the plan in contributions, $867,472 of it from the employer (41%).
  • $361,111 was paid out to participants.
  • Investment and other income added $1.62 million.
  • Administrative expenses were $350, about $1 per account.

How the Steves & Sons Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,525$4.30 million$172,406$106,325
20201,936$5.96 million$207,296$180,806
20212,011$7.86 million$424,226$240,245
20221,458$7.94 million$802,100$565,417
20231,385$10.7 million$796,507$541,077
20241,465$14.0 million$867,472$361,111

Steves & Sons Inc. 401(k) Contact Information

Phone
210-924-5111
Mailing address
PO BOX 1866, SAN ANTONIO TX 782971866
Plan sponsor
STEVES & SONS INC.
Employer identification number (EIN)
74-1320441
Plan number
001

Questions about the Steves & Sons Inc. 401(k)

Does Steves & Sons Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $867,472, 41% of all contributions.

Does the Steves & Sons Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Steves & Sons Inc 401(k) plan?

1,465 participants at the start of plan year 2024, 1,734 of them active employees, and 28 former employees who still had money in the plan.

What is the average 401(k) balance at Steves & Sons Inc?

About $44,886 per account: $14.0 million in plan assets across 312 accounts with a balance at the end of plan year 2024.

Who manages the Steves & Sons Inc 401(k) accounts?

OneAmerica Financial (listed on the filing as AMERICAN UNITED LIFE INSURANCE CO) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Steves & Sons Inc. How do I access my 401(k)?

Your account stays with OneAmerica Financial 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.

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