Stephens Wealth Management Group, Inc. (EIN 38-3182211) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $7.1M in plan assets and 22 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Stephens Wealth Management Group, Inc. 401(k) Profit Sharing Plan | 001 | 11 | $5.2M |
| Stephens Wealth Management Group, Inc. Cash Balance Plan | 002 | 11 | $2.0M |
38-3182211 is the Employer Identification Number (EIN) Stephens Wealth Management Group, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Michigan EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
