Original filing (PDF)20251015083711NAL0004357297001

JACK A. STEVENS, DBA JACK STEVENS FINANCIAL SERVICES

Name: JACK A. STEVENS, DBA JACK STEVENS FINANCIAL SERVICES — Form 5500 (2024)
Creator: JACK A. STEVENS, DBA JACK STEVENS FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACK A. STEVENS, DBA JACK STEVENS FINANCIAL SERVICES.

Plan sponsor

Name

JACK A. STEVENS, DBA JACK STEVENS FINANCIAL SERVICES

EIN

14-1886106all filings

Address

9 WILLIAM STREET · CAZENOVIA, NY · 13035

Phone

(315) 671-4390

Industry

Finance & Insurancesee all

Plan administrator