Charles Stephen and Company, Inc. (EIN 85-0317269) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $5.9M in plan assets and 21 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Charles Stephen and Company, Inc. 401(k) Profit Sharing Plan | 001 | 21 | $5.9M |
| Charles Stephen and Company, Inc. Cash Balance Plan | 002 | 0 | $0 |
85-0317269 is the Employer Identification Number (EIN) Charles Stephen and Company, 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 New Mexico EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
