Original filing (PDF)20250804074927NAL0000833425001

HELEN STEPHENS GROUP, LLC DBA ASPEN WEALTH MANAGEMENT

Name: HELEN STEPHENS GROUP, LLC DBA ASPEN WEALTH MANAGEMENT — ASPEN WEALTH 401(K) PLAN, Form 5500 (2024)
Creator: HELEN STEPHENS GROUP, LLC DBA ASPEN WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

ASPEN WEALTH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELEN STEPHENS GROUP, LLC DBA ASPEN WEALTH MANAGEMENT.

Plan sponsor

Name

HELEN STEPHENS GROUP, LLC DBA ASPEN WEALTH MANAGEMENT

EIN

45-3075676all filings

Address

4200 S. HULEN STREET SUITE 422 · FORT WORTH, TX · 76109

Phone

(817) 546-6353

Industry

Finance & Insurancesee all

Plan administrator