How big is Stephens Wealth Management Group, Inc.'s plan?

Stephens Wealth Management Group, Inc.'s plan reported $2.0M in assets and 11 participants for 2024.

Original filing (PDF)20251002143534NAL0000398563001

Stephens Wealth Management Group, Inc.

Name: Stephens Wealth Management Group, Inc. — Form 5500 Plan 002 (2024)
Creator: Stephens Wealth Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephens Wealth Management Group, Inc. Cash Balance Plan

Defined-benefit pension plan · Stephens Wealth Management Group, Inc.'s Stephens Wealth Management Group, Inc. Cash Balance Plan held $2.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Sheryl E. Stephens signed Stephens Wealth Management Group, Inc.'s 2024 Form 5500 as plan administrator.

Sheryl E. Stephens — 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

Stephens Wealth Management Group, Inc.'s EIN is 38-3182211.

EIN 38-3182211

Plan number 002

Plan year 2024

ACK ID 20251002143534NAL0000398563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephens Wealth Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephens Wealth Management Group, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHENS WEALTH MANAGEMENT GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score