How big is Stephan Real Estate, Inc.'s plan?

Stephan Real Estate, Inc.'s plan reported $554K in assets and 2 participants for 2025.

Original filing (PDF)20260316063658NAL0001574256001

Stephan Real Estate, Inc.

Name: Stephan Real Estate, Inc. — Stephan Real Estate, Form 5500 (2025)
Creator: Stephan Real Estate, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephan Real Estate, Inc. 401(k) Plan

401(k) retirement plan · Stephan Real Estate, Inc.'s Stephan Real Estate, Inc. 401(k) Plan held $554K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$554K

Net assets (EOY)

$554K

People on this filing

Louis Stephan signed Stephan Real Estate, Inc.'s 2025 Form 5500 as plan administrator.

Louis Stephan — 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

Stephan Real Estate, Inc.'s EIN is 14-1871627.

EIN 14-1871627

Plan number 001

Plan year 2025

ACK ID 20260316063658NAL0001574256001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stephan Real Estate, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stephan Real Estate, Inc.'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 STEPHAN REAL ESTATE, INC..

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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