How big is Stephenson Marketing Cooperative's plan?

Stephenson Marketing Cooperative's plan reported $1.8M in assets and 28 participants for 2024.

Original filing (PDF)20250722023720NAL0002892432001

Stephenson Marketing Cooperative

Name: Stephenson Marketing Cooperative — Co-OP 401(k) Plan, Form 5500 (2024)
Creator: Stephenson Marketing Cooperative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Co-OP 401(k) Plan

401(k) retirement plan · Stephenson Marketing Cooperative's Co-OP 401(k) Plan held $1.8M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Stephenson Marketing Cooperative's EIN is 38-1071060.

EIN 38-1071060

Plan number 002

Plan year 2024

ACK ID 20250722023720NAL0002892432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephenson Marketing Cooperative from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephenson Marketing Cooperative'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 STEPHENSON MARKETING COOPERATIVE.

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Plan health score

Above-average plan

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

Knocking points off