How big is Stephenson & Co., P.C.'s plan?

Stephenson & Co., P.C.'s plan reported $12.0M in assets and 23 participants for 2024.

Original filing (PDF)20250625132056NAL0011304304001

Stephenson & Co., P.C.

Name: Stephenson & Co., P.C. — Stephenson & Co PC 401(k), Form 5500 (2024)
Creator: Stephenson & Co., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephenson & Co PC 401(k) PR SH Plan

401(k) retirement plan · Stephenson & Co., P.C.'s Stephenson & Co PC 401(k) PR SH Plan held $12.0M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

People on this filing

Robert Morand signed Stephenson & Co., P.C.'s 2024 Form 5500 as plan administrator.

Robert Morand — 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

Stephenson & Co., P.C.'s EIN is 38-3372824.

EIN 38-3372824

Plan number 001

Plan year 2024

ACK ID 20250625132056NAL0011304304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephenson & Co., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephenson & Co., P.C.'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 & CO., P.C..

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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