Back to filter
Original filing (PDF)20240124105336NAL0007540163001
G. STEPHENS INC.
Form 5500-SF
FILING_RECEIVED
G. STEPHENS INC. 401 (K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.3 mo
Active participants
30
Accounts w/ balance
36
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
91
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.3 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G. STEPHENS INC..
Plan sponsor
Name
G. STEPHENS INC.
EIN
34-1732984
Address
133 N SUMMIT ST · AKRON, OH · 443041277
Phone
(330) 762-1386
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-01-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
KEY CONSTRUCTION SOLUTIONS, INC.
KEY CONSTRUCTION SOLUTIONS, INC. 401(K) PLAN
$1.9M · 6 participants
ENVIRONMENT CONTROL SOUTHWEST OHIO INCORPORATED
ENVIRONMENT CONTROL SOUTHWEST OHIO 401(K) PLAN
$1.9M · 88 participants
GOLDEN STONES LP.
GOLDEN STONES LP 401(K) PROFIT SHARING
$1.9M · 13 participants
PARADISE CONSTRUCTION & CONTRACT MANAGEMENT, INC.
PARADISE CONSTRUCTION & CONTRACT MANAGEMENT INC 401K PLAN
$1.9M · 31 participants
ABBA CONSTRUCTION, INC.
ABBA CONSTRUCTION 401(K)PLAN
$1.9M · 15 participants
MCDONALDS' DESIGN & BUILD, INC.
MCDONALDS' DESIGN & BUILD PROFIT SHARING & SAVINGS PLAN
$1.9M · 12 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants