How big is GEO. M. Stevens & SON Co's plan?

GEO. M. Stevens & SON Co's plan reported $1.9M in assets and 17 participants for 2024.

Original filing (PDF)20251014161827NAL0003263425001

GEO. M. Stevens & SON Co

Name: GEO. M. Stevens & SON Co — GEO. M. Stevens & SON Co, Form 5500 (2024)
Creator: GEO. M. Stevens & SON Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GEO. M. Stevens & SON Co 401(k) Retirement Plan

401(k) retirement plan · GEO. M. Stevens & SON Co's GEO. M. Stevens & SON Co 401(k) Retirement Plan held $1.9M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

LISA Bennett signed GEO. M. Stevens & SON Co's 2024 Form 5500 as plan administrator.

LISA Bennett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GEO. M. Stevens & SON Co's EIN is 02-0229791.

EIN 02-0229791

Plan number 001

Plan year 2024

ACK ID 20251014161827NAL0003263425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GEO. M. Stevens & SON Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GEO. M. Stevens & SON Co's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEO. M. STEVENS & SON CO.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score