· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEPHEN'S PLACE — STEPHEN'S PLACE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250912145509NAL0001059649001
STEPHEN'S PLACE
Form 5500-SF
FILING_RECEIVED
STEPHEN'S PLACE 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
12
Plan assets (EOY)
$297K
Net assets (EOY)
$295K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEPHEN'S PLACE
.
Find decision makers
Plan sponsor
Name
STEPHEN'S PLACE
EIN
38-4022173
Address
501 SE ELLSWORTH ROAD · VANCOUVER, WA · 98664
Phone
(360) 984-3600
Industry
Health Care & Social Assistance
see all
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
2025-09-12
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
Related plans
Similar-size Health Care & Social Assistance plans
STARKVILLE INTERNAL MEDICINE ASSOCIATES
STARKVILLE INTERNAL MEDICINE ASSOCIATES 401(K) PLAN
$297K · 5 participants
CLAWSON AND ASSOCIATES CASE MA
CLAWSON AND ASSOCIATES CASE MA 401(K) PROFIT SHARING PLAN & TRUST
$298K · 6 participants
NEW VISIONS GROUP HOMES INC.
NEW VISIONS GROUP HOMES 401(K) PLAN
$298K · 76 participants
COTTER HOUSE WORTHINGTON
COTTER HOUSE WORTHINGTON 401(K) PLAN
$296K · 112 participants
SYMBRAL FOUNDATION FOR COMMUNITY SERVICE INC.
65
Knocking points off
Only 44% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SYMBRAL RETIREMENT PLAN
$298K · 165 participants
SUNOL HILLS, LLC
SUNOL HILLS LLC 401(K) PLAN
$299K · 70 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
