How big is Stevens & Associates, P.C.'s plan?

Stevens & Associates, P.C.'s plan reported $2.4M in assets and 13 participants for 2024.

Original filing (PDF)20251009153002NAL0016487202001

Stevens & Associates, P.C.

Name: Stevens & Associates, P.C. — Stevens and Associates, Form 5500 (2024)
Creator: Stevens & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stevens and Associates, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Stevens & Associates, P.C.'s Stevens and Associates, P.C. 401(k) Profit Sharing Plan held $2.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Serenity Wolf signed Stevens & Associates, P.C.'s 2024 Form 5500 as plan administrator.

Serenity Wolf — 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

Stevens & Associates, P.C.'s EIN is 03-0359862.

EIN 03-0359862

Plan number 001

Plan year 2024

ACK ID 20251009153002NAL0016487202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stevens & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stevens & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVENS & ASSOCIATES, P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

STEVENS & ASSOCIATES, P.C.

EIN

all filings

Address

PO BOX 1586 · BRATTLEBORO, VT · 05302

Phone

(802) 257-9329

Industry

Engineering Services· Professional & Technical Services

Plan administrator