How big is Stevens & Company LLC's plan?

Stevens & Company LLC's plan reported $147K in assets and 7 participants for 2025.

Original filing (PDF)20260217155847NAL0006297888001

Stevens & Company LLC

Name: Stevens & Company LLC — Stevens & Company LLC Profit, Form 5500 (2025)
Creator: Stevens & Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stevens & Company LLC Profit Sharing Plan

Defined-contribution retirement plan · Stevens & Company LLC's Stevens & Company LLC Profit Sharing Plan held $147K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Steven Kamali signed Stevens & Company LLC's 2025 Form 5500 as plan administrator.

Steven Kamali — 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 & Company LLC's EIN is 20-0754684.

EIN 20-0754684

Plan number 003

Plan year 2025

ACK ID 20260217155847NAL0006297888001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stevens & Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stevens & Company LLC's plan includes profit-sharing.

Decision-maker contacts

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

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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