How big is Stevens Mortuary Inc.'s plan?

Stevens Mortuary Inc.'s plan reported $3.3M in assets and 8 participants for 2024.

Original filing (PDF)20251006162059NAL0004001505001

Stevens Mortuary Inc.

Name: Stevens Mortuary Inc. — The Stevens Mortuary, Inc., Form 5500 (2024)
Creator: Stevens Mortuary Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Stevens Mortuary, Inc. Retirement Plan

401(k) retirement plan · Stevens Mortuary Inc.'s The Stevens Mortuary, Inc. Retirement Plan held $3.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Joe Stevens signed Stevens Mortuary Inc.'s 2024 Form 5500 as plan administrator.

Joe Stevens — 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 Mortuary Inc.'s EIN is 25-1471940.

EIN 25-1471940

Plan number 001

Plan year 2024

ACK ID 20251006162059NAL0004001505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stevens Mortuary Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stevens Mortuary Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MORTUARY 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