· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GEO. M. STEVENS & SON CO — GEO. M. STEVENS & SON CO 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014161827NAL0003263425001
GEO. M. STEVENS & SON CO
Form 5500-SF
FILING_RECEIVED
GEO. M. STEVENS & SON CO 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
19
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GEO. M. STEVENS & SON CO
.
Find decision makers
Plan sponsor
Name
GEO. M. STEVENS & SON CO
EIN
02-0229791
Address
149 MAIN STREET · LANCASTER, NH · 03584
Phone
(603) 788-2555
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
AGRI INSURANCE, INC.
AGRI INSURANCE, INC. 401(K) PLAN
$1.9M · 11 participants
ANDRITSCH ENTERPRISES, L.L.C.
ANDRITSCH ENTERPRISES, LLC 401(K) PLAN
$1.9M · 2 participants
STANDARD INSURANCE & REALTY CORPORATION
STANDARD INSURANCE & REALTY CORPORATION 401(K) PLAN
$1.9M · 12 participants
BURR & COMPANY
BURR & COMPANY 401(K) RETIREMENT PLAN
$1.9M · 11 participants
PERSONAL INSURANCE FEDERATION
PERSONAL INSURANCE FEDERATION PROFIT SHARING 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 7 participants
CAROL FLORES INSURANCE AGENCY, INC.
CAROL FLORES INSURANCE AGENCY, INC 401(K) PLAN
$1.9M
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
