How big is Stevens Diversified Pharmacy's plan?

Stevens Diversified Pharmacy's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20251121171115NAL0015548770001

Stevens Diversified Pharmacy

Name: Stevens Diversified Pharmacy — Form 5500 (2024)
Creator: Stevens Diversified Pharmacy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Stevens Diversified Pharmacy held $1.1M in plan assets for 2 participants in 2024.

Signals · 2

Late filing · 0.2 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Laura Stevens signed Stevens Diversified Pharmacy's 2024 Form 5500 as plan administrator.

Laura 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 Diversified Pharmacy's EIN is 33-1016527.

EIN 33-1016527

Plan number 001

Plan year 2024

ACK ID 20251121171115NAL0015548770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stevens Diversified Pharmacy'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 DIVERSIFIED PHARMACY.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

STEVENS DIVERSIFIED PHARMACY

EIN

all filings

Address

150 FALLON RD · HOLLISTER, CA · 95023

Phone

(831) 524-6277

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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