How big is Stepleton Law LLC's plan?

Stepleton Law LLC's plan reported $1.6M in assets and 10 participants for 2024.

Original filing (PDF)20250717144827NAL0000239779001

Stepleton Law LLC

Name: Stepleton Law LLC — SMS 401(k)Profit Sharing Plan, Form 5500 (2024)
Creator: Stepleton Law LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMS 401(k)Profit Sharing Plan

401(k) retirement plan · Stepleton Law LLC's SMS 401(k)Profit Sharing Plan held $1.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Shawn M. Stepleton signed Stepleton Law LLC's 2024 Form 5500 as plan administrator.

Shawn M. Stepleton — 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

Stepleton Law LLC's EIN is 27-4036452.

EIN 27-4036452

Plan number 001

Plan year 2024

ACK ID 20250717144827NAL0000239779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stepleton Law LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stepleton Law LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPLETON LAW 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