Original filing (PDF)20250804074927NAL0000833425001

Helen Stephens Group, LLC DBA Aspen Wealth Management

Name: Helen Stephens Group, LLC DBA Aspen Wealth Management — Form 5500 Plan 001 (2024)
Creator: Helen Stephens Group, LLC DBA Aspen Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aspen Wealth 401(k) Plan

401(k) retirement plan · Helen Stephens Group, LLC DBA Aspen Wealth Management's Aspen Wealth 401(k) Plan held $593K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

Plan identifiers

Helen Stephens Group, LLC DBA Aspen Wealth Management's EIN is 45-3075676.

EIN 45-3075676

Plan number 001

Plan year 2024

ACK ID 20250804074927NAL0000833425001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Helen Stephens Group, LLC DBA Aspen Wealth Management'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 HELEN STEPHENS GROUP, LLC DBA ASPEN WEALTH MANAGEMENT.

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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