How big is WF Stevens Financial Advisors' plan?

WF Stevens Financial Advisors' plan reported $256K in assets and 5 participants for 2025.

Original filing (PDF)20260413102126NAL0029791458001

WF Stevens Financial Advisors

Name: WF Stevens Financial Advisors — WF Stevens Financial, Form 5500 (2025)
Creator: WF Stevens Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WF Stevens Financial Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · WF Stevens Financial Advisors' WF Stevens Financial Advisors 401(k) Profit Sharing Plan & Trust held $256K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

Plan identifiers

WF Stevens Financial Advisors' EIN is 20-0411628.

EIN 20-0411628

Plan number 001

Plan year 2025

ACK ID 20260413102126NAL0029791458001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for WF Stevens Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

WF Stevens Financial Advisors' 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 WF STEVENS FINANCIAL ADVISORS.

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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